+4,543.5%
ADI vs WCN
+6,767.3%
-2,223.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.6% |
| 7D | +2.4% | -0.4% | +2.9% | +2.6% |
| 30D | -6.6% | -2.1% | -4.4% | -6.0% |
| 3M | -9.8% | +6.4% | -16.2% | -11.9% |
| 6M | +15.7% | -3.7% | +19.4% | +16.0% |
| YTD | +35.1% | -6.4% | +41.5% | +36.3% |
| 1Y | +47.7% | -7.9% | +55.6% | +49.5% |
| 3Y | +114.5% | +20.8% | +93.7% | +100.2% |
| 5Y | +141.2% | +29.0% | +112.3% | +120.8% |
| 10Y | +611.3% | +236.4% | +375.0% | +413.3% |
| All | +4,543.5% | +6,767.3% | -2,223.8% | +2,057.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WCN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling