+79.3%
ADI vs GWW
+55.5%
+23.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.5% | -9.8% | -5.5% |
| 7D | -5.1% | +11.1% | -16.2% | -9.0% |
| 30D | -3.1% | +15.7% | -18.8% | -8.7% |
| 3M | +7.1% | +14.8% | -7.6% | +1.2% |
| 6M | +2.9% | +30.9% | -28.0% | -10.2% |
| YTD | +51.1% | +48.5% | +2.7% | +21.6% |
| 1Y | +79.3% | +57.1% | +22.2% | +39.4% |
| All | +79.3% | +55.5% | +23.9% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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