+651.5%
ADI vs WCN
+235.9%
+415.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.8% |
| 7D | +4.6% | -3.1% | +7.7% | +6.3% |
| 30D | -1.2% | -3.4% | +2.2% | +0.5% |
| 3M | -7.8% | +3.0% | -10.8% | -10.4% |
| 6M | +19.3% | -3.8% | +23.1% | +19.8% |
| YTD | +40.9% | -8.3% | +49.2% | +44.9% |
| 1Y | +54.5% | -9.7% | +64.2% | +59.7% |
| 3Y | +123.4% | +17.2% | +106.3% | +92.7% |
| 5Y | +142.3% | +25.3% | +117.0% | +96.6% |
| All | +651.5% | +235.9% | +415.6% | +275.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling