+616.7%
ADI vs WAB
+292.7%
+324.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -1.0% | -1.0% |
| 7D | +1.3% | -0.2% | +1.5% | +1.4% |
| 30D | -6.0% | -5.9% | -0.1% | -2.9% |
| 3M | -7.7% | +9.4% | -17.1% | -12.3% |
| 6M | +14.0% | +13.8% | +0.1% | +6.3% |
| YTD | +34.4% | +31.8% | +2.6% | +16.2% |
| 1Y | +48.0% | +48.5% | -0.6% | +20.3% |
| 3Y | +113.3% | +167.0% | -53.6% | +30.6% |
| 5Y | +131.1% | +222.3% | -91.2% | +29.6% |
| All | +616.7% | +292.7% | +324.0% | +228.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 10y: compounded portfolio wealth divided by compounded WAB 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…
10y analysis · Full analysis span regression · 6 months rolling