+616.7%
ADI vs W
+155.6%
+461.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.6% | -0.6% |
| 7D | +1.3% | +0.5% | +0.8% | +1.2% |
| 30D | -6.0% | -5.6% | -0.4% | -5.1% |
| 3M | -7.7% | +41.9% | -49.6% | -14.1% |
| 6M | +14.0% | +30.2% | -16.3% | +6.7% |
| YTD | +34.4% | -2.9% | +37.3% | +31.3% |
| 1Y | +48.0% | +11.6% | +36.4% | +39.6% |
| 3Y | +113.3% | +37.0% | +76.3% | +80.7% |
| 5Y | +131.1% | -62.8% | +193.9% | +113.8% |
| All | +616.7% | +155.6% | +461.1% | +328.8% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded W 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling