+616.7%
ADI vs WEC
+146.6%
+470.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.3% | -0.9% |
| 7D | +1.3% | -1.3% | +2.6% | +1.6% |
| 30D | -6.0% | -0.4% | -5.6% | -5.9% |
| 3M | -7.7% | -6.8% | -0.9% | -6.4% |
| 6M | +14.0% | -6.4% | +20.4% | +15.3% |
| YTD | +34.4% | +2.5% | +31.9% | +32.9% |
| 1Y | +48.0% | -0.4% | +48.4% | +47.2% |
| 3Y | +113.3% | +38.5% | +74.8% | +92.6% |
| 5Y | +131.1% | +31.7% | +99.4% | +110.4% |
| All | +616.7% | +146.6% | +470.1% | +500.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded WEC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling