+26.7%
ADM vs ACWI
+13.1%
+13.6%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.2% | +1.2% | +2.3% |
| 7D | +0.1% | -0.7% | +0.8% | +0.1% |
| 30D | -11.8% | -2.0% | -9.8% | -11.8% |
| 3M | -11.3% | -2.2% | -9.1% | -11.3% |
| 6M | -10.0% | +1.9% | -11.9% | -10.0% |
| YTD | +25.9% | +12.0% | +13.9% | +24.2% |
| 1Y | +26.7% | +12.5% | +14.1% | +25.2% |
| All | +26.7% | +13.1% | +13.6% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling