-7.7%
ADP vs WEC
+3.0%
-10.7%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.5% | -3.4% |
| 7D | -5.5% | +0.8% | -6.3% | -5.4% |
| 30D | -1.2% | +0.3% | -1.6% | -1.2% |
| 3M | +17.9% | -2.9% | +20.8% | +18.2% |
| 6M | +20.3% | -5.9% | +26.2% | +20.3% |
| YTD | +5.8% | +4.1% | +1.7% | +5.0% |
| 1Y | -7.7% | +3.1% | -10.8% | -6.8% |
| All | -7.7% | +3.0% | -10.7% | -6.8% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling