+71.6%
ADI vs WEC
+8.3%
+63.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | +0.1% |
| 7D | +13.4% | -0.7% | +14.1% | +13.1% |
| 30D | -1.3% | +11.0% | -12.3% | +0.6% |
| 3M | +6.8% | +8.6% | -1.8% | +8.5% |
| 6M | -1.9% | +6.2% | -8.1% | -1.7% |
| YTD | +52.3% | +14.3% | +38.0% | +55.0% |
| 1Y | +71.6% | +8.4% | +63.3% | +74.3% |
| All | +71.6% | +8.3% | +63.3% | +74.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling