+109.1%
ADI vs WM
+46.1%
+63.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +1.7% |
| 7D | +0.4% | -0.3% | +0.7% | +0.4% |
| 30D | -3.8% | -2.4% | -1.4% | -3.7% |
| 3M | -15.3% | +0.4% | -15.7% | -15.8% |
| 6M | +6.7% | -9.5% | +16.2% | +8.0% |
| YTD | +34.8% | +0.5% | +34.3% | +33.4% |
| 1Y | +49.0% | -1.1% | +50.1% | +48.0% |
| All | +109.1% | +46.1% | +63.0% | +121.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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