+14,807.2%
ADI vs BWA
+3,492.4%
+11,314.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.1% | +0.5% |
| 7D | +0.4% | +5.7% | -5.2% | -1.9% |
| 30D | -3.8% | +1.4% | -5.2% | -4.5% |
| 3M | -15.3% | -12.1% | -3.2% | -10.7% |
| 6M | +6.7% | +28.6% | -21.9% | -4.2% |
| YTD | +34.8% | +51.1% | -16.3% | +11.5% |
| 1Y | +49.0% | +55.9% | -6.8% | +21.5% |
| 3Y | +108.1% | +70.1% | +38.0% | +60.0% |
| 5Y | +142.4% | +90.7% | +51.7% | +74.0% |
| 10Y | +589.9% | +154.0% | +435.9% | +310.7% |
| All | +14,807.2% | +3,492.4% | +11,314.8% | +2,548.0% |
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