+651.5%
ADI vs WBD
+15.0%
+636.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.4% | +5.0% |
| 7D | +4.6% | -0.7% | +5.3% | +4.7% |
| 30D | -1.2% | +1.4% | -2.6% | -1.5% |
| 3M | -7.8% | +4.4% | -12.2% | -8.8% |
| 6M | +19.3% | +0.8% | +18.5% | +19.1% |
| YTD | +40.9% | -2.7% | +43.6% | +41.6% |
| 1Y | +54.5% | +73.4% | -18.9% | +35.4% |
| 3Y | +123.4% | +142.1% | -18.7% | +71.7% |
| 5Y | +142.3% | +7.2% | +135.1% | +109.2% |
| All | +651.5% | +15.0% | +636.5% | +457.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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