+616.7%
ADI vs WAT
+166.5%
+450.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.3% | -0.7% |
| 7D | +1.3% | -2.9% | +4.2% | +2.7% |
| 30D | -6.0% | -3.2% | -2.7% | -4.6% |
| 3M | -7.7% | +10.6% | -18.3% | -12.0% |
| 6M | +14.0% | +34.0% | -20.1% | -1.9% |
| YTD | +34.4% | +5.7% | +28.7% | +28.2% |
| 1Y | +48.0% | +37.1% | +10.9% | +23.8% |
| 3Y | +113.3% | +52.4% | +60.9% | +61.5% |
| 5Y | +131.1% | -4.4% | +135.5% | +117.5% |
| All | +616.7% | +166.5% | +450.2% | +301.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling