+616.7%
ADI vs WPM
+545.0%
+71.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.7% | +2.6% | -0.5% |
| 7D | +1.3% | -3.6% | +4.9% | +1.9% |
| 30D | -6.0% | +12.5% | -18.4% | -7.8% |
| 3M | -7.7% | +40.6% | -48.3% | -12.8% |
| 6M | +14.0% | +0.5% | +13.4% | +12.9% |
| YTD | +34.4% | +29.0% | +5.4% | +28.3% |
| 1Y | +48.0% | +43.8% | +4.2% | +38.7% |
| 3Y | +113.3% | +266.3% | -153.0% | +74.0% |
| 5Y | +131.1% | +255.1% | -124.0% | +86.3% |
| All | +616.7% | +545.0% | +71.7% | +464.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 10y: compounded portfolio wealth divided by compounded WPM 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…
10y analysis · Full analysis span regression · 6 months rolling