+48.9%
ADI vs BBWI
-35.2%
+84.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.3% | +6.8% | +1.3% |
| 7D | +2.6% | -4.4% | +7.1% | +3.2% |
| 30D | -4.6% | -7.4% | +2.8% | -3.9% |
| 3M | -9.5% | -2.2% | -7.3% | -10.3% |
| 6M | +14.8% | -16.3% | +31.2% | +17.1% |
| YTD | +35.8% | -9.1% | +45.0% | +35.5% |
| 1Y | +48.9% | -34.5% | +83.5% | +60.0% |
| All | +48.9% | -35.2% | +84.2% | +60.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling