+37,360.5%
ADI vs WY
+673.4%
+36,687.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +1.0% | +0.7% |
| 7D | +2.6% | -1.7% | +4.3% | +3.3% |
| 30D | -4.6% | -9.9% | +5.2% | -0.6% |
| 3M | -9.5% | -7.5% | -2.0% | -7.2% |
| 6M | +14.8% | -5.1% | +20.0% | +16.4% |
| YTD | +35.8% | -2.1% | +37.9% | +35.4% |
| 1Y | +48.9% | -7.3% | +56.3% | +51.5% |
| 3Y | +115.6% | -22.6% | +138.2% | +133.8% |
| 5Y | +135.1% | -19.8% | +154.9% | +150.3% |
| 10Y | +636.4% | +9.6% | +626.9% | +550.5% |
| All | +37,360.5% | +673.4% | +36,687.1% | +13,360.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling