+133.8%
ADI vs WSM
+163.9%
-30.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.5% | -4.2% | -3.2% |
| 7D | +9.5% | 0.0% | +9.5% | +9.5% |
| 30D | -1.4% | +5.1% | -6.5% | -3.1% |
| 3M | +4.7% | +5.1% | -0.4% | +2.8% |
| 6M | -7.4% | +48.6% | -56.0% | -18.8% |
| YTD | +48.1% | +44.2% | +3.9% | +30.4% |
| 1Y | +69.6% | +38.1% | +31.6% | +51.3% |
| 3Y | +144.4% | +257.2% | -112.9% | +54.9% |
| All | +133.8% | +163.9% | -30.1% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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