+3,132.2%
ADI vs WCC
+1,591.1%
+1,541.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +13.4% | +14.2% | -0.9% | +8.8% |
| 30D | -1.3% | -9.8% | +8.5% | +2.1% |
| 3M | +6.8% | -10.1% | +16.9% | +10.4% |
| 6M | -1.9% | -9.4% | +7.5% | +1.0% |
| YTD | +52.3% | +34.4% | +17.9% | +37.8% |
| 1Y | +71.6% | +23.3% | +48.4% | +59.5% |
| 3Y | +148.9% | +137.9% | +11.0% | +82.2% |
| 5Y | +140.8% | +144.0% | -3.2% | +68.7% |
| 10Y | +653.6% | +442.5% | +211.1% | +274.6% |
| All | +3,132.2% | +1,591.1% | +1,541.1% | +566.2% |
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