+7,382.8%
ADI vs WAB
+4,092.2%
+3,290.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.3% |
| 7D | +0.4% | -3.2% | +3.6% | +1.7% |
| 30D | -3.8% | -4.4% | +0.6% | -2.1% |
| 3M | -15.3% | +7.9% | -23.1% | -17.8% |
| 6M | +6.7% | +8.7% | -2.0% | +3.3% |
| YTD | +34.8% | +33.0% | +1.8% | +20.8% |
| 1Y | +49.0% | +46.7% | +2.4% | +28.6% |
| 3Y | +108.1% | +153.0% | -44.9% | +46.7% |
| 5Y | +142.4% | +222.3% | -79.8% | +56.5% |
| 10Y | +589.9% | +291.0% | +298.9% | +289.1% |
| All | +7,382.8% | +4,092.2% | +3,290.6% | +1,576.0% |
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