-28.0%
BAH vs BB
+103.9%
-131.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.2% | -1.0% |
| 7D | -4.3% | +0.5% | -4.8% | -4.4% |
| 30D | -4.5% | -12.4% | +7.9% | -4.1% |
| 3M | -7.6% | -15.3% | +7.7% | -7.9% |
| 6M | -10.6% | +128.8% | -139.4% | -18.7% |
| YTD | -12.6% | +107.7% | -120.2% | -20.3% |
| All | -28.0% | +103.9% | -131.9% | -32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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