+73.5%
BA vs ADI
+588.9%
-515.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | 0.0% |
| 7D | +1.2% | +0.4% | +0.7% | +0.9% |
| 30D | -11.6% | -3.8% | -7.8% | -9.9% |
| 3M | -2.4% | -15.3% | +12.9% | +5.2% |
| 6M | -6.6% | +6.7% | -13.3% | -12.2% |
| YTD | -2.2% | +34.8% | -37.0% | -19.8% |
| 1Y | -8.0% | +49.0% | -57.0% | -29.0% |
| 3Y | -5.0% | +108.1% | -113.1% | -42.9% |
| 5Y | -2.7% | +142.4% | -145.1% | -48.4% |
| All | +73.5% | +588.9% | -515.5% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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