+624.3%
ADI vs BWA
+151.4%
+472.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.2% |
| 7D | +2.6% | +0.1% | +2.5% | +2.5% |
| 30D | -4.6% | -5.6% | +0.9% | -2.2% |
| 3M | -9.5% | -10.7% | +1.2% | -4.8% |
| 6M | +14.8% | +23.2% | -8.3% | +4.1% |
| YTD | +35.8% | +46.0% | -10.2% | +11.8% |
| 1Y | +48.9% | +51.2% | -2.2% | +20.3% |
| 3Y | +115.6% | +69.6% | +46.0% | +60.1% |
| 5Y | +135.1% | +86.6% | +48.5% | +62.0% |
| All | +624.3% | +151.4% | +472.9% | +336.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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