+6.4%
BAH vs BR
-14.2%
+20.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.0% | -1.5% | -0.2% |
| 7D | +5.8% | +7.0% | -1.2% | +1.8% |
| 30D | +28.7% | +19.0% | +9.7% | +16.5% |
| 3M | +20.9% | +13.1% | +7.8% | +12.3% |
| 6M | +15.2% | +24.6% | -9.5% | +1.2% |
| YTD | +7.1% | -13.6% | +20.7% | +12.3% |
| 1Y | +6.4% | -13.1% | +19.5% | +10.7% |
| All | +6.4% | -14.2% | +20.6% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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