+115.3%
ADI vs WBD
+144.6%
-29.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +0.7% |
| 7D | +2.6% | -1.7% | +4.3% | +3.0% |
| 30D | -4.6% | +3.9% | -8.5% | -5.5% |
| 3M | -9.5% | +5.1% | -14.6% | -10.6% |
| 6M | +14.8% | +0.6% | +14.3% | +14.7% |
| YTD | +35.8% | -3.2% | +39.0% | +36.7% |
| 1Y | +48.9% | +127.7% | -78.7% | +20.0% |
| All | +115.3% | +144.6% | -29.3% | +57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling