+17,845.4%
WDC vs ADI
+36,130.1%
-18,284.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.6% | +4.3% | +5.1% |
| 7D | +1.7% | +0.4% | +1.3% | +1.5% |
| 30D | -10.0% | -3.8% | -6.2% | -8.2% |
| 3M | -18.8% | -15.3% | -3.5% | -10.3% |
| 6M | +79.0% | +6.7% | +72.3% | +77.4% |
| YTD | +171.6% | +34.8% | +136.8% | +141.4% |
| 1Y | +417.4% | +49.0% | +368.4% | +337.5% |
| 3Y | +1,251.8% | +108.1% | +1,143.7% | +862.8% |
| 5Y | +911.7% | +142.4% | +769.3% | +573.9% |
| 10Y | +1,399.6% | +589.9% | +809.7% | +548.1% |
| All | +17,845.4% | +36,130.1% | -18,284.7% | +1,172.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling