+54.5%
ADI vs WCC
+66.6%
-12.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.7% | +1.1% | +3.2% |
| 7D | +4.6% | +1.5% | +3.0% | +3.8% |
| 30D | -1.2% | -2.1% | +1.0% | -0.4% |
| 3M | -7.8% | +3.8% | -11.6% | -9.6% |
| 6M | +19.3% | +35.0% | -15.6% | +5.4% |
| YTD | +40.9% | +46.4% | -5.4% | +19.6% |
| 1Y | +54.5% | +63.0% | -8.5% | +27.0% |
| All | +54.5% | +66.6% | -12.1% | +27.0% |
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