+208.8%
BAH vs RVTY
+217.6%
-8.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.6% | -2.0% | +0.8% |
| 7D | -1.5% | +6.0% | -7.5% | -2.9% |
| 30D | +17.3% | +4.3% | +13.0% | +15.9% |
| 3M | +14.9% | +40.2% | -25.4% | +6.0% |
| 6M | +14.2% | +59.3% | -45.1% | +1.8% |
| YTD | +5.1% | +66.5% | -61.4% | -7.8% |
| 1Y | +2.1% | +77.5% | -75.4% | -11.8% |
| 3Y | -26.0% | +92.5% | -118.5% | -38.2% |
| 5Y | +9.0% | -6.8% | +15.8% | +5.0% |
| 10Y | +208.8% | +225.4% | -16.6% | +88.5% |
| All | +208.8% | +217.6% | -8.8% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling