+40,736.4%
ADI vs GWW
+16,336.7%
+24,399.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.3% |
| 7D | +9.5% | +3.6% | +5.9% | +7.6% |
| 30D | -1.4% | +12.1% | -13.5% | -6.9% |
| 3M | +4.7% | +12.9% | -8.2% | -1.6% |
| 6M | -7.4% | +19.3% | -26.7% | -15.6% |
| YTD | +48.1% | +48.7% | -0.7% | +20.7% |
| 1Y | +69.6% | +60.5% | +9.1% | +33.2% |
| 3Y | +144.4% | +93.3% | +51.1% | +73.7% |
| 5Y | +134.1% | +219.0% | -84.8% | +27.7% |
| 10Y | +632.8% | +659.0% | -26.2% | +142.9% |
| All | +40,736.4% | +16,336.7% | +24,399.7% | +2,598.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling