+176.6%
ADM vs WCC
+506.2%
-329.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.3% | +3.7% | +2.7% |
| 7D | +1.4% | +6.8% | -5.4% | -0.1% |
| 30D | +8.2% | -3.0% | +11.2% | +8.7% |
| 3M | +8.7% | +0.2% | +8.5% | +7.8% |
| 6M | +29.1% | +33.2% | -4.1% | +19.5% |
| YTD | +53.7% | +45.8% | +7.8% | +38.9% |
| 1Y | +43.2% | +68.4% | -25.1% | +24.5% |
| 3Y | +21.4% | +131.1% | -109.7% | -6.9% |
| 5Y | +67.1% | +225.6% | -158.5% | +11.7% |
| 10Y | +176.6% | +534.2% | -357.6% | +37.0% |
| All | +176.6% | +506.2% | -329.6% | +37.0% |
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