+1,398.1%
ADI vs WBD
+291.3%
+1,106.8%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +0.4% |
| 7D | +2.4% | -0.7% | +3.2% | +2.6% |
| 30D | -6.6% | +5.0% | -11.6% | -7.8% |
| 3M | -9.8% | +6.2% | -16.0% | -11.3% |
| 6M | +15.7% | +0.6% | +15.1% | +15.4% |
| YTD | +35.1% | -2.4% | +37.5% | +35.8% |
| 1Y | +47.7% | +127.7% | -80.0% | +16.1% |
| 3Y | +114.5% | +148.4% | -34.0% | +56.0% |
| 5Y | +141.2% | +4.2% | +137.0% | +106.4% |
| 10Y | +611.3% | +10.8% | +600.5% | +416.6% |
| All | +1,398.1% | +291.3% | +1,106.8% | +591.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling