+1,204.9%
ADI vs WTW
+1,094.8%
+110.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.6% | +4.1% | +1.9% |
| 7D | +2.6% | -7.1% | +9.7% | +5.4% |
| 30D | -4.6% | -8.5% | +3.9% | -1.6% |
| 3M | -9.5% | +20.6% | -30.1% | -16.7% |
| 6M | +14.8% | +7.2% | +7.6% | +9.5% |
| YTD | +35.8% | -3.9% | +39.7% | +34.1% |
| 1Y | +48.9% | -3.6% | +52.5% | +46.4% |
| 3Y | +115.6% | +60.7% | +54.9% | +68.0% |
| 5Y | +135.1% | +42.2% | +92.9% | +92.2% |
| 10Y | +636.4% | +195.5% | +441.0% | +346.7% |
| All | +1,204.9% | +1,094.8% | +110.1% | +502.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling