+7,635.3%
ADI vs WAT
+12,173.3%
-4,538.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.3% | -2.6% |
| 7D | +9.5% | +0.6% | +8.9% | +9.3% |
| 30D | -1.4% | +5.4% | -6.8% | -3.0% |
| 3M | +4.7% | +11.3% | -6.6% | +0.8% |
| 6M | -7.4% | +37.4% | -44.8% | -17.6% |
| YTD | +48.1% | +21.2% | +26.9% | +36.0% |
| 1Y | +69.6% | +21.3% | +48.3% | +55.8% |
| 3Y | +144.4% | +83.4% | +61.0% | +88.7% |
| 5Y | +134.1% | +29.0% | +105.1% | +102.2% |
| 10Y | +632.8% | +223.9% | +408.8% | +355.2% |
| All | +7,635.3% | +12,173.3% | -4,538.0% | +2,023.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling