+115.3%
ADI vs WCC
+129.2%
-13.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +1.1% |
| 7D | +2.6% | +6.8% | -4.2% | -0.3% |
| 30D | -4.6% | -3.0% | -1.6% | -3.5% |
| 3M | -9.5% | +0.2% | -9.7% | -10.0% |
| 6M | +14.8% | +33.2% | -18.3% | +1.1% |
| YTD | +35.8% | +45.8% | -10.0% | +14.5% |
| 1Y | +48.9% | +68.4% | -19.4% | +17.6% |
| All | +115.3% | +129.2% | -13.9% | +38.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling