+780.9%
ADI vs IWD
+728.9%
+51.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | -12.8% | -0.5% | -12.4% | -12.3% |
| 30D | -11.3% | +2.7% | -14.0% | -13.9% |
| 3M | -3.4% | +0.9% | -4.2% | -4.3% |
| 6M | -12.0% | +10.5% | -22.6% | -21.3% |
| YTD | +35.3% | +23.7% | +11.6% | +6.9% |
| 1Y | +58.1% | +28.7% | +29.3% | +19.6% |
| 3Y | +127.4% | +79.7% | +47.6% | +21.5% |
| 5Y | +114.6% | +69.7% | +44.9% | +24.1% |
| 10Y | +589.3% | +211.4% | +377.9% | +107.8% |
| All | +780.9% | +728.9% | +51.9% | -22.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling