+79.3%
ADI vs WAT
+32.9%
+46.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -3.6% |
| 7D | -5.1% | -1.9% | -3.2% | -4.7% |
| 30D | -3.1% | +6.2% | -9.3% | -4.4% |
| 3M | +7.1% | +18.1% | -10.9% | +3.0% |
| 6M | +2.9% | +54.9% | -52.0% | -7.3% |
| YTD | +51.1% | +23.1% | +28.0% | +42.0% |
| 1Y | +79.3% | +27.3% | +52.0% | +64.9% |
| All | +79.3% | +32.9% | +46.4% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 1y: compounded portfolio wealth divided by compounded WAT 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…
1y analysis · Full analysis span regression · 6 months rolling