+14,873.4%
ADI vs WWD
+14,675.7%
+197.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.6% |
| 7D | +9.5% | +4.0% | +5.5% | +8.1% |
| 30D | -1.4% | +0.4% | -1.8% | -1.3% |
| 3M | +4.7% | -7.9% | +12.6% | +7.8% |
| 6M | -7.4% | -10.6% | +3.2% | -4.2% |
| YTD | +48.1% | +9.4% | +38.7% | +42.0% |
| 1Y | +69.6% | +25.7% | +43.9% | +54.9% |
| 3Y | +144.4% | +148.5% | -4.2% | +75.8% |
| 5Y | +134.1% | +189.5% | -55.4% | +58.1% |
| 10Y | +632.8% | +451.8% | +181.0% | +281.5% |
| All | +14,873.4% | +14,675.7% | +197.7% | +2,046.2% |
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