+37,071.1%
ADI vs WM
+26,336.4%
+10,734.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -15.8% |
| 6M | +6.7% | -9.5% | +16.2% | +8.6% |
| YTD | +34.8% | +0.5% | +34.3% | +33.6% |
| 1Y | +49.0% | -1.1% | +50.1% | +48.1% |
| 3Y | +108.1% | +46.0% | +62.0% | +86.7% |
| 5Y | +142.4% | +51.8% | +90.6% | +115.0% |
| 10Y | +589.9% | +307.5% | +282.4% | +389.3% |
| All | +37,071.1% | +26,336.4% | +10,734.8% | +17,054.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling