+6.1%
BAH vs MDY
+14.2%
-8.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.1% | -0.2% |
| 7D | +1.7% | +2.3% | -0.6% | +1.0% |
| 30D | +20.8% | +2.0% | +18.8% | +19.7% |
| 3M | +11.6% | -5.6% | +17.2% | +13.8% |
| 6M | +23.1% | +1.3% | +21.8% | +21.7% |
| YTD | +5.3% | +12.3% | -7.1% | -4.4% |
| 1Y | +6.1% | +15.8% | -9.6% | -6.0% |
| All | +6.1% | +14.2% | -8.0% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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