+113.2%
WDC vs ADI
+76.5%
+36.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -3.2% | -3.5% | -2.9% |
| 7D | -18.3% | -5.1% | -13.2% | -12.7% |
| 30D | -26.7% | -3.1% | -23.6% | -23.5% |
| 3M | -40.9% | +7.1% | -48.1% | -45.9% |
| 6M | -26.8% | +2.9% | -29.7% | -27.9% |
| YTD | +88.2% | +51.1% | +37.0% | +16.5% |
| 1Y | +113.2% | +79.3% | +33.9% | +14.9% |
| All | +113.2% | +76.5% | +36.7% | +14.9% |
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