+417.4%
WDC vs ADI
+50.9%
+366.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.6% | +4.3% | +4.0% |
| 7D | +1.7% | +0.4% | +1.3% | +1.3% |
| 30D | -10.0% | -3.8% | -6.2% | -6.1% |
| 3M | -18.8% | -15.3% | -3.5% | -1.3% |
| 6M | +79.0% | +6.7% | +72.3% | +73.3% |
| YTD | +171.6% | +34.8% | +136.8% | +120.5% |
| 1Y | +417.4% | +49.0% | +368.4% | +284.8% |
| All | +417.4% | +50.9% | +366.5% | +284.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 1y: compounded portfolio wealth divided by compounded ADI 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…
1y analysis · Full analysis span regression · 6 months rolling