+1,309.1%
WDC vs ADI
+621.8%
+687.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.6% |
| 7D | +7.5% | +2.6% | +4.8% | +5.2% |
| 30D | +10.1% | -4.6% | +14.7% | +14.6% |
| 3M | -6.8% | -9.5% | +2.7% | +3.3% |
| 6M | +84.1% | +14.8% | +69.3% | +69.2% |
| YTD | +180.3% | +35.8% | +144.4% | +126.8% |
| 1Y | +411.1% | +48.9% | +362.1% | +282.7% |
| 3Y | +1,375.0% | +115.6% | +1,259.4% | +673.2% |
| 5Y | +991.6% | +135.1% | +856.5% | +418.4% |
| 10Y | +1,309.1% | +636.4% | +672.6% | +198.9% |
| All | +1,309.1% | +621.8% | +687.3% | +198.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling