+1,462.0%
BA vs ADI
+36,006.1%
-34,544.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -11.1% | +8.6% | -0.1% |
| 7D | -0.1% | -16.7% | +16.6% | +3.8% |
| 30D | -9.1% | -14.2% | +5.0% | -6.4% |
| 3M | -28.2% | -4.1% | -24.1% | -27.9% |
| 6M | -23.1% | -10.3% | -12.8% | -22.1% |
| YTD | -20.6% | +34.3% | -54.9% | -26.5% |
| 1Y | -12.7% | +54.9% | -67.6% | -21.8% |
| 3Y | -11.6% | +125.3% | -136.8% | -27.7% |
| 5Y | -23.1% | +113.1% | -136.2% | -36.6% |
| 10Y | +34.4% | +584.5% | -550.2% | -9.9% |
| All | +1,462.0% | +36,006.1% | -34,544.1% | +354.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling