+624.3%
ADI vs WEC
+148.5%
+475.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.4% | +0.7% |
| 7D | +2.6% | +0.4% | +2.2% | +2.5% |
| 30D | -4.6% | +0.9% | -5.5% | -4.9% |
| 3M | -9.5% | -5.3% | -4.2% | -8.6% |
| 6M | +14.8% | -6.6% | +21.4% | +16.3% |
| YTD | +35.8% | +3.3% | +32.6% | +34.1% |
| 1Y | +48.9% | +2.1% | +46.9% | +47.3% |
| 3Y | +115.6% | +39.6% | +76.0% | +94.3% |
| 5Y | +135.1% | +31.2% | +103.9% | +114.3% |
| All | +624.3% | +148.5% | +475.8% | +506.2% |
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