+127.4%
ADI vs WM
+47.1%
+80.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +0.7% |
| 7D | -12.8% | +1.2% | -14.0% | -12.8% |
| 30D | -11.3% | +13.1% | -24.4% | -11.7% |
| 3M | -3.4% | +3.6% | -7.0% | -3.3% |
| 6M | -12.0% | +8.1% | -20.1% | -12.7% |
| YTD | +35.3% | +8.9% | +26.3% | +33.4% |
| 1Y | +58.1% | +20.3% | +37.7% | +52.0% |
| 3Y | +127.4% | +46.2% | +81.2% | +128.8% |
| All | +127.4% | +47.1% | +80.2% | +128.8% |
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