+141.2%
ADI vs WM
+52.1%
+89.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +1.9% |
| 7D | +0.4% | -0.3% | +0.7% | +0.5% |
| 30D | -3.8% | -2.4% | -1.4% | -3.3% |
| 3M | -15.3% | +0.4% | -15.7% | -16.1% |
| 6M | +6.7% | -9.5% | +16.2% | +9.2% |
| YTD | +34.8% | +0.5% | +34.3% | +32.7% |
| 1Y | +49.0% | -1.1% | +50.1% | +47.4% |
| 3Y | +108.1% | +46.0% | +62.0% | +72.8% |
| All | +141.2% | +52.1% | +89.1% | +88.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling