+640.7%
ADI vs WCC
+440.3%
+200.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +13.4% | +14.2% | -0.9% | +7.7% |
| 30D | -1.3% | -9.8% | +8.5% | +2.7% |
| 3M | +6.8% | -10.1% | +16.9% | +11.1% |
| 6M | -1.9% | -9.4% | +7.5% | +1.5% |
| YTD | +52.3% | +34.4% | +17.9% | +34.7% |
| 1Y | +71.6% | +23.3% | +48.4% | +56.8% |
| 3Y | +148.9% | +137.9% | +11.0% | +69.5% |
| 5Y | +140.8% | +144.0% | -3.2% | +54.3% |
| All | +640.7% | +440.3% | +200.4% | +207.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling