+620.2%
ADI vs WEC
+197.9%
+422.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.7% | -3.0% |
| 7D | +9.5% | +2.3% | +7.1% | +8.9% |
| 30D | -1.4% | +11.1% | -12.5% | -3.8% |
| 3M | +4.7% | +8.4% | -3.7% | +2.6% |
| 6M | -7.4% | +7.5% | -14.9% | -9.4% |
| YTD | +48.1% | +15.3% | +32.7% | +42.3% |
| 1Y | +69.6% | +9.7% | +59.9% | +65.0% |
| 3Y | +144.4% | +64.7% | +79.7% | +110.8% |
| 5Y | +134.1% | +57.3% | +76.9% | +103.6% |
| All | +620.2% | +197.9% | +422.2% | +468.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling