+144.4%
ADI vs WST
+24.3%
+120.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.2% | -4.0% | -2.9% |
| 7D | +9.5% | +4.2% | +5.2% | +8.9% |
| 30D | -1.4% | +11.2% | -12.6% | -2.7% |
| 3M | +4.7% | +20.4% | -15.6% | +2.3% |
| 6M | -7.4% | +37.9% | -45.3% | -11.3% |
| YTD | +48.1% | +51.8% | -3.7% | +39.7% |
| 1Y | +69.6% | +56.6% | +13.0% | +59.6% |
| 3Y | +144.4% | +24.2% | +120.1% | +112.9% |
| All | +144.4% | +24.3% | +120.0% | +112.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 3y: compounded portfolio wealth divided by compounded WST 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…
3y analysis · Full analysis span regression · 6 months rolling