+69.6%
ADI vs BBWI
+0.1%
+69.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.5% | -4.2% | -2.9% |
| 7D | +9.5% | +0.1% | +9.3% | +9.5% |
| 30D | -1.4% | +12.9% | -14.3% | -2.5% |
| 3M | +4.7% | +16.0% | -11.3% | +2.9% |
| 6M | -7.4% | +16.6% | -24.0% | -9.8% |
| YTD | +48.1% | +9.7% | +38.3% | +45.3% |
| 1Y | +69.6% | +1.5% | +68.1% | +67.4% |
| All | +69.6% | +0.1% | +69.5% | +67.4% |
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