+114.5%
ADI vs BAH
-32.1%
+146.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.3% |
| 7D | +2.4% | -4.3% | +6.8% | +2.5% |
| 30D | -6.6% | -4.5% | -2.1% | -6.5% |
| 3M | -9.8% | -7.6% | -2.2% | -9.0% |
| 6M | +15.7% | -10.6% | +26.3% | +16.7% |
| YTD | +35.1% | -12.6% | +47.7% | +36.1% |
| 1Y | +47.7% | -27.0% | +74.7% | +51.3% |
| 3Y | +114.5% | -31.5% | +145.9% | +118.0% |
| All | +114.5% | -32.1% | +146.6% | +118.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling