+1,835.2%
ADI vs ACWI
+356.8%
+1,478.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.4% | +0.5% | -0.1% | -0.1% |
| 30D | -3.8% | +0.9% | -4.7% | -4.7% |
| 3M | -15.3% | +2.4% | -17.7% | -16.8% |
| 6M | +6.7% | +12.4% | -5.7% | -5.1% |
| YTD | +34.8% | +15.2% | +19.6% | +16.7% |
| 1Y | +49.0% | +22.7% | +26.3% | +20.9% |
| 3Y | +108.1% | +75.8% | +32.3% | +19.1% |
| 5Y | +142.4% | +67.7% | +74.7% | +48.5% |
| 10Y | +589.9% | +229.0% | +360.9% | +133.7% |
| All | +1,835.2% | +356.8% | +1,478.3% | +394.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling