+114.5%
ADI vs WMB
+148.7%
-34.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | -0.5% |
| 7D | +2.4% | +0.8% | +1.7% | +2.2% |
| 30D | -6.6% | +7.7% | -14.3% | -9.0% |
| 3M | -9.8% | +6.7% | -16.5% | -12.2% |
| 6M | +15.7% | +3.6% | +12.0% | +13.5% |
| YTD | +35.1% | +28.0% | +7.1% | +22.7% |
| 1Y | +47.7% | +37.6% | +10.1% | +29.5% |
| 3Y | +114.5% | +149.0% | -34.6% | +53.9% |
| All | +114.5% | +148.7% | -34.3% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling