+79.3%
ADI vs IWD
+33.0%
+46.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.6% | -5.8% | -7.4% |
| 7D | -5.1% | +2.5% | -7.7% | -9.2% |
| 30D | -3.1% | +6.0% | -9.0% | -12.5% |
| 3M | +7.1% | +3.8% | +3.4% | +0.2% |
| 6M | +2.9% | +16.3% | -13.4% | -22.9% |
| YTD | +51.1% | +27.5% | +23.7% | -4.9% |
| 1Y | +79.3% | +32.8% | +46.5% | +3.5% |
| All | +79.3% | +33.0% | +46.3% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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