+37,205.6%
ADI vs WST
+14,518.0%
+22,687.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | 0.0% |
| 7D | -12.8% | -3.1% | -9.7% | -11.7% |
| 30D | -11.3% | +9.1% | -20.4% | -14.0% |
| 3M | -3.4% | +14.7% | -18.0% | -8.1% |
| 6M | -12.0% | +28.0% | -40.0% | -20.0% |
| YTD | +35.3% | +45.6% | -10.4% | +16.6% |
| 1Y | +58.1% | +45.7% | +12.4% | +36.2% |
| 3Y | +127.4% | +21.1% | +106.3% | +88.0% |
| 5Y | +114.6% | +0.3% | +114.3% | +85.4% |
| 10Y | +589.3% | +449.0% | +140.3% | +185.3% |
| All | +37,205.6% | +14,518.0% | +22,687.6% | +3,854.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling