+114.5%
ADI vs WAB
+168.6%
-54.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | -0.2% |
| 7D | +2.4% | +1.7% | +0.8% | +1.2% |
| 30D | -6.6% | -2.4% | -4.1% | -4.9% |
| 3M | -9.8% | +9.7% | -19.5% | -16.5% |
| 6M | +15.7% | +16.5% | -0.8% | +2.2% |
| YTD | +35.1% | +33.7% | +1.4% | +7.4% |
| 1Y | +47.7% | +49.7% | -2.0% | +7.6% |
| 3Y | +114.5% | +170.9% | -56.5% | +14.3% |
| All | +114.5% | +168.6% | -54.1% | +14.3% |
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