+16,277.1%
ADI vs BWA
+2,606.8%
+13,670.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.7% |
| 7D | +9.5% | +4.3% | +5.2% | +7.7% |
| 30D | -1.4% | -13.0% | +11.6% | +4.8% |
| 3M | +4.7% | -24.8% | +29.5% | +18.0% |
| 6M | -7.4% | -23.5% | +16.1% | +3.5% |
| YTD | +48.1% | +13.8% | +34.2% | +38.1% |
| 1Y | +69.6% | +13.4% | +56.2% | +58.4% |
| 3Y | +144.4% | +62.8% | +81.6% | +93.6% |
| 5Y | +134.1% | +28.5% | +105.7% | +99.1% |
| 10Y | +632.8% | +95.4% | +537.4% | +389.4% |
| All | +16,277.1% | +2,606.8% | +13,670.3% | +3,179.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling