+79.3%
ADI vs WCC
+24.5%
+54.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -9.9% | +6.7% | +1.7% |
| 7D | -5.1% | -8.8% | +3.6% | -1.1% |
| 30D | -3.1% | -16.0% | +12.9% | +5.2% |
| 3M | +7.1% | -15.2% | +22.4% | +15.5% |
| 6M | +2.9% | -8.4% | +11.3% | +6.9% |
| YTD | +51.1% | +30.1% | +21.0% | +28.9% |
| 1Y | +79.3% | +26.4% | +52.9% | +52.2% |
| All | +79.3% | +24.5% | +54.9% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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