+71.6%
ADI vs WAT
+19.9%
+51.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.6% |
| 7D | +13.4% | +2.0% | +11.4% | +12.8% |
| 30D | -1.3% | +7.7% | -9.0% | -2.8% |
| 3M | +6.8% | +11.1% | -4.3% | +4.3% |
| 6M | -1.9% | +31.2% | -33.1% | -7.5% |
| YTD | +52.3% | +21.7% | +30.6% | +43.7% |
| 1Y | +71.6% | +19.3% | +52.3% | +64.4% |
| All | +71.6% | +19.9% | +51.7% | +64.4% |
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