+58.1%
ADI vs SW
+26.7%
+31.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.0% |
| 7D | -12.8% | +2.3% | -15.2% | -13.4% |
| 30D | -11.3% | +6.8% | -18.1% | -13.2% |
| 3M | -3.4% | -5.2% | +1.8% | -2.1% |
| 6M | -12.0% | +7.4% | -19.4% | -15.1% |
| YTD | +35.3% | +17.4% | +17.9% | +24.7% |
| 1Y | +58.1% | +27.1% | +31.0% | +40.9% |
| All | +58.1% | +26.7% | +31.4% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 1y: compounded portfolio wealth divided by compounded SW 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…
1y analysis · Full analysis span regression · 6 months rolling