+141.2%
ADI vs WEC
+34.9%
+106.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.1% |
| 7D | +2.4% | +0.8% | +1.6% | +2.3% |
| 30D | -6.6% | +0.3% | -6.9% | -6.6% |
| 3M | -9.8% | -2.9% | -6.9% | -9.6% |
| 6M | +15.7% | -5.9% | +21.6% | +16.5% |
| YTD | +35.1% | +4.1% | +31.0% | +33.4% |
| 1Y | +47.7% | +3.1% | +44.6% | +45.9% |
| 3Y | +114.5% | +40.8% | +73.7% | +95.2% |
| 5Y | +141.2% | +31.7% | +109.5% | +120.2% |
| All | +141.2% | +34.9% | +106.4% | +120.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling