+142.9%
ADI vs WCC
+153.2%
-10.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.3% | +0.7% | +2.6% |
| 7D | +0.7% | +3.3% | -2.6% | -0.4% |
| 30D | +0.7% | -9.4% | +10.1% | +4.9% |
| 3M | +6.5% | -10.5% | +17.0% | +11.3% |
| 6M | -2.7% | -10.4% | +7.7% | +1.3% |
| YTD | +52.2% | +34.4% | +17.8% | +33.3% |
| 1Y | +77.5% | +27.7% | +49.8% | +58.6% |
| 3Y | +148.8% | +137.9% | +10.8% | +63.5% |
| 5Y | +142.9% | +147.0% | -4.2% | +42.3% |
| All | +142.9% | +153.2% | -10.3% | +42.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling