+991.6%
WDC vs ADI
+143.1%
+848.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.6% |
| 7D | +7.5% | +2.6% | +4.8% | +5.3% |
| 30D | +10.1% | -4.6% | +14.7% | +14.4% |
| 3M | -6.8% | -9.5% | +2.7% | +2.8% |
| 6M | +84.1% | +14.8% | +69.3% | +71.2% |
| YTD | +180.3% | +35.8% | +144.4% | +132.5% |
| 1Y | +411.1% | +48.9% | +362.1% | +296.0% |
| 3Y | +1,375.0% | +115.6% | +1,259.4% | +730.1% |
| 5Y | +991.6% | +135.1% | +856.5% | +445.9% |
| All | +991.6% | +143.1% | +848.5% | +445.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling