+151.2%
ADI vs BWA
+65.2%
+86.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.6% | +2.4% | +3.2% |
| 7D | +0.7% | +1.7% | -1.0% | +0.1% |
| 30D | +0.7% | -14.6% | +15.3% | +9.1% |
| 3M | +6.5% | -26.2% | +32.7% | +23.7% |
| 6M | -2.7% | -18.4% | +15.8% | +7.6% |
| YTD | +52.2% | +14.7% | +37.5% | +38.1% |
| 1Y | +77.5% | +13.3% | +64.1% | +61.9% |
| All | +151.2% | +65.2% | +86.0% | +74.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling