+113.1%
ADI vs WY
-25.0%
+138.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.6% | +0.1% |
| 7D | +1.3% | -3.7% | +5.0% | +2.9% |
| 30D | -6.0% | -11.3% | +5.3% | -1.2% |
| 3M | -7.7% | -8.1% | +0.4% | -4.9% |
| 6M | +14.0% | -7.4% | +21.4% | +16.9% |
| YTD | +34.4% | -4.7% | +39.1% | +34.8% |
| 1Y | +48.0% | -9.2% | +57.2% | +51.9% |
| All | +113.1% | -25.0% | +138.1% | +130.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling