+40,257.2%
ADI vs WMB
+5,064.3%
+35,192.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.9% | -0.6% |
| 7D | -6.3% | -6.9% | +0.6% | -4.9% |
| 30D | -3.2% | -7.2% | +4.0% | -1.7% |
| 3M | +2.8% | -5.4% | +8.2% | +3.9% |
| 6M | -5.0% | -4.9% | -0.2% | -4.2% |
| YTD | +46.3% | +14.7% | +31.6% | +42.2% |
| 1Y | +71.6% | +14.7% | +56.9% | +66.7% |
| 3Y | +139.2% | +116.4% | +22.8% | +105.2% |
| 5Y | +136.4% | +198.5% | -62.1% | +90.3% |
| 10Y | +636.2% | +266.3% | +369.9% | +453.0% |
| All | +40,257.2% | +5,064.3% | +35,192.9% | +13,059.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling