+37,071.2%
ADI vs WST
+12,330.1%
+24,741.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.9% |
| 7D | +0.4% | +0.7% | -0.3% | +0.2% |
| 30D | -3.8% | -3.1% | -0.6% | -2.7% |
| 3M | -15.3% | +7.2% | -22.5% | -17.6% |
| 6M | +6.7% | +36.8% | -30.1% | -5.5% |
| YTD | +34.8% | +23.8% | +10.9% | +23.3% |
| 1Y | +49.0% | +37.8% | +11.3% | +30.3% |
| 3Y | +108.1% | -15.9% | +124.0% | +97.9% |
| 5Y | +142.4% | -25.8% | +168.3% | +134.6% |
| 10Y | +589.9% | +319.6% | +270.3% | +215.3% |
| All | +37,071.2% | +12,330.1% | +24,741.0% | +4,078.9% |
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 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