+651.5%
ADI vs WWD
+498.2%
+153.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.4% | +3.5% | +4.3% |
| 7D | +4.6% | -2.6% | +7.2% | +5.8% |
| 30D | -1.2% | -6.9% | +5.8% | +1.9% |
| 3M | -7.8% | -13.0% | +5.2% | -2.7% |
| 6M | +19.3% | -12.5% | +31.8% | +25.0% |
| YTD | +40.9% | +11.8% | +29.1% | +31.4% |
| 1Y | +54.5% | +41.1% | +13.4% | +29.2% |
| 3Y | +123.4% | +163.1% | -39.6% | +39.8% |
| 5Y | +142.3% | +187.6% | -45.3% | +42.5% |
| All | +651.5% | +498.2% | +153.3% | +224.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling