+2,760.7%
ADI vs WCC
+1,713.7%
+1,047.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.9% | -2.3% | +0.4% |
| 7D | +0.4% | +4.5% | -4.0% | -1.0% |
| 30D | -3.8% | -5.8% | +2.0% | -2.1% |
| 3M | -15.3% | -3.7% | -11.6% | -14.4% |
| 6M | +6.7% | +23.1% | -16.4% | -0.5% |
| YTD | +34.8% | +44.2% | -9.4% | +19.2% |
| 1Y | +49.0% | +62.1% | -13.1% | +26.6% |
| 3Y | +108.1% | +121.1% | -13.0% | +55.1% |
| 5Y | +142.4% | +214.0% | -71.5% | +56.9% |
| 10Y | +589.9% | +472.8% | +117.1% | +235.4% |
| All | +2,760.7% | +1,713.7% | +1,047.0% | +476.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling