+651.5%
ADI vs EWT
+523.5%
+128.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.8% | +3.0% | +3.2% |
| 7D | +4.6% | -1.1% | +5.7% | +5.7% |
| 30D | -1.2% | +4.5% | -5.6% | -5.1% |
| 3M | -7.8% | +8.3% | -16.1% | -14.5% |
| 6M | +19.3% | +54.2% | -34.9% | -21.2% |
| YTD | +40.9% | +74.6% | -33.7% | -17.6% |
| 1Y | +54.5% | +84.9% | -30.4% | -14.7% |
| 3Y | +123.4% | +197.5% | -74.1% | -23.5% |
| 5Y | +142.3% | +150.6% | -8.3% | -1.7% |
| All | +651.5% | +523.5% | +128.0% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 10y: compounded portfolio wealth divided by compounded EWT 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…
10y analysis · Full analysis span regression · 6 months rolling