+636.4%
ADI vs BAH
+186.6%
+449.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +2.6% | -1.3% | +4.0% | +2.9% |
| 30D | -4.6% | -6.6% | +2.0% | -3.3% |
| 3M | -9.5% | -7.2% | -2.3% | -8.5% |
| 6M | +14.8% | -10.0% | +24.8% | +16.3% |
| YTD | +35.8% | -12.5% | +48.3% | +37.0% |
| 1Y | +48.9% | -27.9% | +76.8% | +57.9% |
| 3Y | +115.6% | -31.4% | +147.0% | +119.4% |
| 5Y | +135.1% | -3.2% | +138.3% | +106.1% |
| 10Y | +636.4% | +191.5% | +445.0% | +345.1% |
| All | +636.4% | +186.6% | +449.8% | +345.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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