+2,068.9%
ADI vs WU
-21.8%
+2,090.8%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.1% | -3.3% |
| 7D | +9.5% | -2.0% | +11.5% | +10.2% |
| 30D | -1.4% | +11.4% | -12.8% | -6.4% |
| 3M | +4.7% | -6.8% | +11.5% | +6.3% |
| 6M | -7.4% | -14.6% | +7.2% | -4.7% |
| YTD | +48.1% | -20.6% | +68.7% | +56.0% |
| 1Y | +69.6% | -15.4% | +85.0% | +73.9% |
| 3Y | +144.4% | -23.6% | +168.0% | +155.4% |
| 5Y | +134.1% | -43.4% | +177.5% | +170.6% |
| 10Y | +632.8% | -38.8% | +671.6% | +694.5% |
| All | +2,068.9% | -21.8% | +2,090.8% | +1,774.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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