+40,736.4%
ADI vs WSM
+38,954.9%
+1,781.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.5% | -4.2% | -3.1% |
| 7D | +9.5% | 0.0% | +9.5% | +9.5% |
| 30D | -1.4% | +5.1% | -6.5% | -2.8% |
| 3M | +4.7% | +5.1% | -0.4% | +3.2% |
| 6M | -7.4% | +48.6% | -56.0% | -16.6% |
| YTD | +48.1% | +44.2% | +3.9% | +34.0% |
| 1Y | +69.6% | +38.1% | +31.6% | +55.1% |
| 3Y | +144.4% | +257.2% | -112.9% | +71.3% |
| 5Y | +134.1% | +165.1% | -31.0% | +70.9% |
| 10Y | +632.8% | +1,123.6% | -490.8% | +242.8% |
| All | +40,736.4% | +38,954.9% | +1,781.5% | +6,485.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling