+144.4%
ADI vs IWD
+85.1%
+59.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -3.2% |
| 7D | +9.5% | +2.3% | +7.2% | +5.4% |
| 30D | -1.4% | +3.6% | -5.0% | -7.0% |
| 3M | +4.7% | +2.2% | +2.6% | +1.0% |
| 6M | -7.4% | +13.0% | -20.4% | -25.2% |
| YTD | +48.1% | +26.5% | +21.5% | -1.5% |
| 1Y | +69.6% | +30.1% | +39.5% | +7.5% |
| 3Y | +144.4% | +84.9% | +59.5% | -11.0% |
| All | +144.4% | +85.1% | +59.2% | -11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling