+1,434.2%
ADI vs WPM
+5,967.5%
-4,533.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.8% |
| 7D | +0.4% | +1.1% | -0.6% | +0.3% |
| 30D | -3.8% | +26.4% | -30.1% | -6.9% |
| 3M | -15.3% | +20.8% | -36.1% | -17.6% |
| 6M | +6.7% | +1.1% | +5.6% | +5.9% |
| YTD | +34.8% | +32.5% | +2.3% | +28.8% |
| 1Y | +49.0% | +51.5% | -2.5% | +39.6% |
| 3Y | +108.1% | +267.0% | -158.9% | +72.0% |
| 5Y | +142.4% | +250.1% | -107.7% | +99.6% |
| 10Y | +589.9% | +540.4% | +49.5% | +409.2% |
| All | +1,434.2% | +5,967.5% | -4,533.3% | +774.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling