+620.2%
ADI vs IWD
+203.0%
+417.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -3.0% |
| 7D | +9.5% | +2.3% | +7.2% | +6.5% |
| 30D | -1.4% | +3.6% | -5.0% | -5.5% |
| 3M | +4.7% | +2.2% | +2.6% | +2.1% |
| 6M | -7.4% | +13.0% | -20.4% | -20.3% |
| YTD | +48.1% | +26.5% | +21.5% | +11.1% |
| 1Y | +69.6% | +30.1% | +39.5% | +23.1% |
| 3Y | +144.4% | +84.9% | +59.5% | +19.5% |
| 5Y | +134.1% | +73.4% | +60.8% | +25.1% |
| All | +620.2% | +203.0% | +417.2% | +110.2% |
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