+139.2%
ADI vs WAT
+87.1%
+52.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -6.3% | +3.4% | -9.7% | -7.3% |
| 30D | -3.2% | +9.6% | -12.8% | -6.0% |
| 3M | +2.8% | +15.5% | -12.7% | -2.2% |
| 6M | -5.0% | +33.9% | -38.9% | -14.3% |
| YTD | +46.3% | +25.2% | +21.1% | +33.8% |
| 1Y | +71.6% | +26.3% | +45.4% | +56.4% |
| 3Y | +139.2% | +85.8% | +53.4% | +94.8% |
| All | +139.2% | +87.1% | +52.0% | +94.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling