+386.0%
WDC vs ADI
+47.3%
+338.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.4% | -3.2% |
| 7D | +4.4% | +1.3% | +3.1% | +3.0% |
| 30D | +5.3% | -6.0% | +11.2% | +13.0% |
| 3M | -5.9% | -7.7% | +1.8% | +5.2% |
| 6M | +73.2% | +14.0% | +59.3% | +58.6% |
| YTD | +167.8% | +34.4% | +133.5% | +118.2% |
| 1Y | +386.0% | +48.0% | +338.0% | +267.1% |
| All | +386.0% | +47.3% | +338.7% | +267.1% |
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