+71.6%
ADI vs ACWI
+12.3%
+59.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.5% |
| 7D | -6.3% | -0.2% | -6.1% | -5.5% |
| 30D | -3.2% | -3.3% | +0.1% | +3.0% |
| 3M | +2.8% | -3.4% | +6.2% | +9.6% |
| 6M | -5.0% | +0.8% | -5.8% | -4.2% |
| YTD | +46.3% | +10.7% | +35.6% | +29.1% |
| 1Y | +71.6% | +11.6% | +60.0% | +49.3% |
| All | +71.6% | +12.3% | +59.3% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ACWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling