+937.4%
ADI vs NWSA
+127.4%
+809.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.4% | +2.5% |
| 7D | +0.4% | -1.9% | +2.3% | +1.3% |
| 30D | -3.8% | +4.6% | -8.4% | -6.0% |
| 3M | -15.3% | +13.2% | -28.5% | -21.1% |
| 6M | +6.7% | +27.0% | -20.3% | -6.5% |
| YTD | +34.8% | +16.8% | +17.9% | +22.5% |
| 1Y | +49.0% | +4.5% | +44.5% | +42.6% |
| 3Y | +108.1% | +46.2% | +61.9% | +69.7% |
| 5Y | +142.4% | +40.9% | +101.5% | +96.6% |
| 10Y | +589.9% | +145.1% | +444.8% | +302.8% |
| All | +937.4% | +127.4% | +809.9% | +518.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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