+856.2%
ADI vs IWD
+745.6%
+110.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.0% | +6.6% | +6.2% |
| 7D | -4.4% | +1.3% | -5.7% | -5.6% |
| 30D | -2.8% | +3.6% | -6.4% | -6.5% |
| 3M | +1.5% | +2.3% | -0.8% | -1.0% |
| 6M | -4.7% | +13.0% | -17.7% | -16.8% |
| YTD | +46.8% | +26.2% | +20.6% | +13.6% |
| 1Y | +74.9% | +30.5% | +44.4% | +30.5% |
| 3Y | +147.4% | +86.2% | +61.2% | +27.2% |
| 5Y | +131.9% | +72.9% | +59.0% | +31.5% |
| 10Y | +630.6% | +205.0% | +425.5% | +125.5% |
| All | +856.2% | +745.6% | +110.7% | -17.9% |
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