+79.3%
ADI vs TW
+20.8%
+58.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.2% | -3.0% |
| 7D | -5.1% | +6.0% | -11.1% | -3.8% |
| 30D | -3.1% | +18.6% | -21.6% | +0.7% |
| 3M | +7.1% | +26.5% | -19.4% | +13.1% |
| 6M | +2.9% | +13.1% | -10.2% | +8.7% |
| YTD | +51.1% | +18.5% | +32.6% | +58.8% |
| 1Y | +79.3% | +21.7% | +57.6% | +89.4% |
| All | +79.3% | +20.8% | +58.6% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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