+102.5%
AMDL vs BAH
-36.7%
+139.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | -0.3% | -17.3% | -17.6% |
| 7D | +37.2% | +1.7% | +35.5% | +37.4% |
| 30D | -24.0% | +20.8% | -44.8% | -23.3% |
| 3M | -1.0% | +11.6% | -12.6% | +0.2% |
| 6M | -3.2% | +23.1% | -26.3% | -1.8% |
| YTD | +232.2% | +5.3% | +227.0% | +244.9% |
| 1Y | +137.7% | +6.1% | +131.6% | +146.2% |
| All | +102.5% | -36.7% | +139.2% | +119.3% |
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 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