+48.9%
ADI vs BAH
-26.7%
+75.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +2.6% | -1.3% | +4.0% | +2.5% |
| 30D | -4.6% | -6.6% | +2.0% | -5.2% |
| 3M | -9.5% | -7.2% | -2.3% | -8.4% |
| 6M | +14.8% | -10.0% | +24.8% | +16.2% |
| YTD | +35.8% | -12.5% | +48.3% | +36.7% |
| 1Y | +48.9% | -27.9% | +76.8% | +51.2% |
| All | +48.9% | -26.7% | +75.7% | +51.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling