+49.5%
ADI vs WAT
+35.9%
+13.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | +2.6% | -1.8% | +4.4% | +3.0% |
| 30D | -4.6% | -1.7% | -2.9% | -4.3% |
| 3M | -9.5% | +9.1% | -18.6% | -11.1% |
| 6M | +14.8% | +32.4% | -17.6% | +7.7% |
| YTD | +35.8% | +6.6% | +29.2% | +31.7% |
| All | +49.5% | +35.9% | +13.6% | +40.8% |
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