+374.7%
AMDL vs BAH
-28.2%
+402.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.5% | +10.7% | +8.8% |
| 7D | +4.5% | -3.2% | +7.8% | +3.6% |
| 30D | -4.4% | +2.0% | -6.4% | -3.7% |
| 3M | -30.5% | -7.6% | -22.9% | -28.1% |
| 6M | +300.9% | -5.7% | +306.6% | +314.6% |
| YTD | +219.9% | -11.7% | +231.7% | +248.1% |
| 1Y | +374.7% | -27.4% | +402.1% | +372.3% |
| All | +374.7% | -28.2% | +402.9% | +372.3% |
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