+8,354.5%
ADI vs WAB
+4,353.8%
+4,000.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.5% |
| 7D | +13.4% | +7.9% | +5.5% | +10.1% |
| 30D | -1.3% | +4.9% | -6.2% | -2.9% |
| 3M | +6.8% | +1.8% | +5.0% | +6.4% |
| 6M | -1.9% | +12.0% | -13.9% | -6.0% |
| YTD | +52.3% | +41.3% | +11.0% | +33.7% |
| 1Y | +71.6% | +43.8% | +27.8% | +49.7% |
| 3Y | +148.9% | +171.1% | -22.2% | +71.6% |
| 5Y | +140.8% | +217.7% | -76.9% | +56.5% |
| 10Y | +653.6% | +272.3% | +381.3% | +333.4% |
| All | +8,354.5% | +4,353.8% | +4,000.7% | +1,754.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling