+106.0%
ADM vs WCC
+460.5%
-354.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.8% | -0.8% |
| 7D | -1.8% | -9.9% | +8.1% | -0.1% |
| 30D | -13.3% | -13.4% | +0.1% | -11.3% |
| 3M | -13.4% | -13.5% | +0.1% | -11.8% |
| 6M | -9.6% | -10.6% | +1.0% | -9.2% |
| YTD | +23.0% | +30.1% | -7.1% | +12.6% |
| 1Y | +27.4% | +22.3% | +5.0% | +17.9% |
| 3Y | +5.7% | +130.3% | -124.6% | -20.3% |
| 5Y | +22.1% | +144.5% | -122.4% | -13.8% |
| 10Y | +106.0% | +431.8% | -325.9% | -1.5% |
| All | +106.0% | +460.5% | -354.6% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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