+37,071.1%
ADI vs WEC
+3,978.4%
+33,092.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.8% |
| 7D | +0.4% | -0.3% | +0.7% | +0.5% |
| 30D | -3.8% | -1.3% | -2.5% | -3.4% |
| 3M | -15.3% | -3.9% | -11.3% | -14.5% |
| 6M | +6.7% | -8.3% | +15.0% | +9.3% |
| YTD | +34.8% | +3.1% | +31.7% | +32.6% |
| 1Y | +49.0% | +1.9% | +47.1% | +46.9% |
| 3Y | +108.1% | +41.9% | +66.2% | +80.2% |
| 5Y | +142.4% | +30.8% | +111.6% | +113.9% |
| 10Y | +589.9% | +141.9% | +448.0% | +364.2% |
| All | +37,071.1% | +3,978.4% | +33,092.7% | +7,534.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling