+37,205.6%
ADI vs WMB
+4,805.5%
+32,400.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -12.8% | -13.8% | +1.0% | -10.3% |
| 30D | -11.3% | -10.3% | -1.0% | -9.4% |
| 3M | -3.4% | -10.1% | +6.7% | -1.4% |
| 6M | -12.0% | -11.8% | -0.2% | -10.0% |
| YTD | +35.3% | +8.9% | +26.3% | +32.7% |
| 1Y | +58.1% | +14.0% | +44.1% | +53.7% |
| 3Y | +127.4% | +100.5% | +26.8% | +97.8% |
| 5Y | +114.6% | +179.5% | -64.9% | +74.9% |
| 10Y | +589.3% | +272.7% | +316.6% | +416.7% |
| All | +37,205.6% | +4,805.5% | +32,400.0% | +12,180.6% |
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