+651.5%
ADI vs WY
+7.6%
+643.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.3% | +4.5% | +4.7% |
| 7D | +4.6% | -4.2% | +8.7% | +6.7% |
| 30D | -1.2% | -10.1% | +8.9% | +3.9% |
| 3M | -7.8% | -8.5% | +0.7% | -4.5% |
| 6M | +19.3% | -3.3% | +22.7% | +20.2% |
| YTD | +40.9% | -4.4% | +45.3% | +41.7% |
| 1Y | +54.5% | -11.5% | +66.0% | +61.1% |
| 3Y | +123.4% | -24.3% | +147.7% | +148.3% |
| 5Y | +142.3% | -21.3% | +163.6% | +162.4% |
| All | +651.5% | +7.6% | +643.9% | +555.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 10y: compounded portfolio wealth divided by compounded WY 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…
10y analysis · Full analysis span regression · 6 months rolling