+611.3%
ADI vs IWD
+195.2%
+416.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +1.3% |
| 7D | +2.4% | -0.2% | +2.6% | +2.6% |
| 30D | -6.6% | -0.8% | -5.8% | -5.7% |
| 3M | -9.8% | +8.0% | -17.8% | -18.2% |
| 6M | +15.7% | +18.2% | -2.5% | -5.8% |
| YTD | +35.1% | +22.3% | +12.8% | +5.7% |
| 1Y | +47.7% | +28.9% | +18.8% | +8.6% |
| 3Y | +114.5% | +71.5% | +42.9% | +14.8% |
| 5Y | +141.2% | +73.6% | +67.6% | +29.4% |
| 10Y | +611.3% | +194.7% | +416.6% | +125.2% |
| All | +611.3% | +195.2% | +416.2% | +125.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling