+1,842.2%
ADI vs ACWI
+330.0%
+1,512.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -12.8% | -2.4% | -10.5% | -10.3% |
| 30D | -11.3% | -5.2% | -6.2% | -5.6% |
| 3M | -3.4% | -4.8% | +1.5% | +2.6% |
| 6M | -12.0% | -1.3% | -10.7% | -9.7% |
| YTD | +35.3% | +8.4% | +26.9% | +25.7% |
| 1Y | +58.1% | +11.0% | +47.0% | +43.5% |
| 3Y | +127.4% | +70.6% | +56.8% | +35.3% |
| 5Y | +114.6% | +55.3% | +59.3% | +43.3% |
| 10Y | +589.3% | +223.2% | +366.2% | +141.4% |
| All | +1,842.2% | +330.0% | +1,512.2% | +433.0% |
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