+131.1%
ADI vs IWF
+71.2%
+59.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.1% |
| 7D | +1.3% | -1.7% | +3.0% | +3.2% |
| 30D | -6.0% | -1.8% | -4.1% | -4.1% |
| 3M | -7.7% | +1.5% | -9.2% | -8.9% |
| 6M | +14.0% | +7.7% | +6.3% | +5.3% |
| YTD | +34.4% | +2.7% | +31.7% | +30.4% |
| 1Y | +48.0% | +6.8% | +41.2% | +37.8% |
| 3Y | +113.3% | +76.9% | +36.4% | +17.5% |
| 5Y | +131.1% | +73.4% | +57.7% | +30.3% |
| All | +131.1% | +71.2% | +59.9% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 5y: compounded portfolio wealth divided by compounded IWF 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…
5y analysis · Full analysis span regression · 6 months rolling