+14,697.7%
ADI vs WWD
+14,867.0%
-169.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | -6.3% | +0.4% | -6.7% | -6.2% |
| 30D | -3.2% | -0.4% | -2.8% | -2.9% |
| 3M | +2.8% | -6.1% | +8.8% | +5.1% |
| 6M | -5.0% | -9.5% | +4.5% | -2.1% |
| YTD | +46.3% | +10.8% | +35.5% | +39.7% |
| 1Y | +71.6% | +23.5% | +48.1% | +57.6% |
| 3Y | +139.2% | +151.3% | -12.1% | +71.4% |
| 5Y | +136.4% | +187.8% | -51.4% | +59.9% |
| 10Y | +636.2% | +461.1% | +175.1% | +281.2% |
| All | +14,697.7% | +14,867.0% | -169.3% | +2,011.6% |
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 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