+139.2%
ADI vs WEC
+62.9%
+76.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.4% |
| 7D | -6.3% | +1.4% | -7.7% | -6.2% |
| 30D | -3.2% | +12.8% | -16.0% | -2.5% |
| 3M | +2.8% | +11.2% | -8.5% | +3.4% |
| 6M | -5.0% | +6.6% | -11.6% | -4.9% |
| YTD | +46.3% | +13.8% | +32.5% | +46.8% |
| 1Y | +71.6% | +7.6% | +64.0% | +72.1% |
| 3Y | +139.2% | +62.2% | +77.0% | +132.6% |
| All | +139.2% | +62.9% | +76.3% | +132.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling