-20.4%
BA vs ACWI
+61.3%
-81.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | -0.8% |
| 7D | -1.4% | -0.7% | -0.7% | -0.8% |
| 30D | -7.9% | -2.0% | -5.9% | -5.9% |
| 3M | -25.2% | -2.2% | -23.0% | -23.4% |
| 6M | -26.7% | +1.9% | -28.6% | -28.7% |
| YTD | -19.6% | +12.0% | -31.6% | -30.6% |
| 1Y | -10.6% | +12.5% | -23.1% | -23.4% |
| 3Y | -11.2% | +75.4% | -86.6% | -57.2% |
| 5Y | -20.4% | +61.5% | -81.9% | -55.1% |
| All | -20.4% | +61.3% | -81.8% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling