+69.6%
ADI vs WMB
+17.3%
+52.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.6% |
| 7D | +9.5% | +7.8% | +1.6% | +6.6% |
| 30D | -1.4% | -5.1% | +3.7% | -0.3% |
| 3M | +4.7% | -4.7% | +9.4% | +5.8% |
| 6M | -7.4% | -7.4% | 0.0% | -6.7% |
| YTD | +48.1% | +17.5% | +30.6% | +48.0% |
| 1Y | +69.6% | +19.5% | +50.2% | +69.4% |
| All | +69.6% | +17.3% | +52.3% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling