+144.4%
ADI vs WCN
+52.1%
+92.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | +9.5% | +2.6% | +6.9% | +9.2% |
| 30D | -1.4% | +23.9% | -25.3% | -4.0% |
| 3M | +4.7% | +17.4% | -12.7% | +2.8% |
| 6M | -7.4% | +28.0% | -35.4% | -11.9% |
| YTD | +48.1% | +11.6% | +36.5% | +47.6% |
| 1Y | +69.6% | +16.9% | +52.8% | +65.9% |
| 3Y | +144.4% | +51.6% | +92.8% | +114.8% |
| All | +144.4% | +52.1% | +92.3% | +114.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling