+1,470.1%
BA vs ADI
+36,261.2%
-34,791.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | +1.1% | -12.8% | +13.9% | +4.0% |
| 30D | -7.9% | -11.3% | +3.4% | -5.8% |
| 3M | -25.3% | -3.4% | -22.0% | -25.1% |
| 6M | -24.6% | -12.0% | -12.6% | -23.3% |
| YTD | -20.1% | +35.3% | -55.4% | -26.3% |
| 1Y | -11.8% | +58.1% | -69.8% | -21.3% |
| 3Y | -10.1% | +127.4% | -137.5% | -26.7% |
| 5Y | -22.7% | +114.6% | -137.3% | -36.4% |
| 10Y | +35.1% | +589.3% | -554.3% | -9.6% |
| All | +1,470.1% | +36,261.2% | -34,791.0% | +356.5% |
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