+151.3%
ADI vs WAB
+171.1%
-19.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +1.0% |
| 7D | +13.4% | +7.9% | +5.5% | +6.7% |
| 30D | -1.3% | +4.9% | -6.2% | -4.6% |
| 3M | +6.8% | +1.8% | +5.0% | +5.6% |
| 6M | -1.9% | +12.0% | -13.9% | -10.6% |
| YTD | +52.3% | +41.3% | +11.0% | +15.2% |
| 1Y | +71.6% | +43.8% | +27.8% | +28.0% |
| All | +151.3% | +171.1% | -19.8% | +16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling