+13,565.2%
ADI vs WWD
+15,097.2%
-1,532.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.9% |
| 7D | +2.4% | +0.8% | +1.6% | +2.2% |
| 30D | -6.6% | -6.4% | -0.1% | -4.5% |
| 3M | -9.8% | -5.6% | -4.2% | -8.5% |
| 6M | +15.7% | -9.1% | +24.8% | +18.5% |
| YTD | +35.1% | +12.5% | +22.6% | +28.1% |
| 1Y | +47.7% | +41.3% | +6.4% | +29.2% |
| 3Y | +114.5% | +170.2% | -55.8% | +49.7% |
| 5Y | +141.2% | +192.5% | -51.3% | +61.9% |
| 10Y | +611.3% | +476.9% | +134.4% | +264.0% |
| All | +13,565.2% | +15,097.2% | -1,532.0% | +1,836.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling