+138.3%
ADI vs WTW
+42.0%
+96.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.8% | +4.8% |
| 7D | +4.6% | -5.7% | +10.3% | +5.9% |
| 30D | -1.2% | -7.3% | +6.1% | +0.4% |
| 3M | -7.8% | +21.5% | -29.3% | -12.6% |
| 6M | +19.3% | +9.6% | +9.7% | +16.1% |
| YTD | +40.9% | -3.3% | +44.2% | +42.4% |
| 1Y | +54.5% | -6.1% | +60.6% | +57.7% |
| 3Y | +123.4% | +61.8% | +61.6% | +66.9% |
| All | +138.3% | +42.0% | +96.3% | +82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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