-87.9%
ADVB vs WTW
-3.6%
-84.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.5% | +3.6% | +4.3% |
| 7D | -5.9% | -7.8% | +1.9% | -8.3% |
| 30D | +13.9% | -7.9% | +21.8% | +11.1% |
| 3M | +127.3% | +19.9% | +107.4% | +133.1% |
| 6M | +77.0% | +9.8% | +67.2% | +79.0% |
| YTD | +51.5% | -3.3% | +54.9% | +54.8% |
| 1Y | -11.3% | -3.3% | -8.0% | -9.5% |
| All | -87.9% | -3.6% | -84.3% | -87.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded WTW 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling