+140.6%
ADI vs WMB
+274.2%
-133.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +0.4% | +0.6% | -0.1% | +0.2% |
| 30D | -3.8% | +3.3% | -7.1% | -5.1% |
| 3M | -15.3% | +3.1% | -18.4% | -16.6% |
| 6M | +6.7% | -0.7% | +7.4% | +6.3% |
| YTD | +34.8% | +25.2% | +9.6% | +22.6% |
| 1Y | +49.0% | +32.9% | +16.2% | +31.8% |
| 3Y | +108.1% | +140.6% | -32.5% | +44.0% |
| All | +140.6% | +274.2% | -133.6% | +54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling