+1,359.8%
WDC vs ADI
+113.3%
+1,246.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.9% | +1.9% |
| 7D | +6.0% | +2.4% | +3.5% | +4.0% |
| 30D | +9.9% | -6.6% | +16.5% | +16.1% |
| 3M | -9.4% | -9.8% | +0.4% | +0.1% |
| 6M | +94.7% | +15.7% | +79.1% | +82.2% |
| YTD | +177.4% | +35.1% | +142.2% | +136.3% |
| 1Y | +412.6% | +47.7% | +364.9% | +312.3% |
| 3Y | +1,359.8% | +114.5% | +1,245.3% | +888.0% |
| All | +1,359.8% | +113.3% | +1,246.4% | +888.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling