+636.4%
ADI vs BBWI
-58.2%
+694.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.3% | +6.8% | +1.8% |
| 7D | +2.6% | -4.4% | +7.1% | +3.5% |
| 30D | -4.6% | -7.4% | +2.8% | -3.6% |
| 3M | -9.5% | -2.2% | -7.3% | -10.1% |
| 6M | +14.8% | -16.3% | +31.2% | +16.8% |
| YTD | +35.8% | -9.1% | +45.0% | +35.2% |
| 1Y | +48.9% | -34.5% | +83.5% | +57.1% |
| 3Y | +115.6% | -47.0% | +162.5% | +130.5% |
| 5Y | +135.1% | -68.8% | +203.9% | +168.6% |
| 10Y | +636.4% | -57.4% | +693.8% | +553.6% |
| All | +636.4% | -58.2% | +694.7% | +553.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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