+114.5%
ADI vs BBWI
-44.4%
+158.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +1.0% |
| 7D | +2.4% | +1.6% | +0.9% | +2.1% |
| 30D | -6.6% | -6.2% | -0.4% | -5.5% |
| 3M | -9.8% | +4.3% | -14.1% | -12.1% |
| 6M | +15.7% | -7.2% | +22.8% | +15.2% |
| YTD | +35.1% | -3.0% | +38.2% | +32.0% |
| 1Y | +47.7% | -30.8% | +78.5% | +57.6% |
| 3Y | +114.5% | -43.4% | +157.9% | +127.4% |
| All | +114.5% | -44.4% | +158.9% | +127.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling