+227.1%
BA vs ACWI
+347.2%
-120.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.5% | +0.2% |
| 7D | +5.9% | -0.5% | +6.4% | +6.4% |
| 30D | -8.2% | -1.6% | -6.5% | -6.5% |
| 3M | -25.4% | -1.3% | -24.0% | -24.3% |
| 6M | -20.0% | +5.8% | -25.9% | -25.1% |
| YTD | -18.5% | +12.7% | -31.2% | -29.0% |
| 1Y | -10.6% | +15.0% | -25.6% | -24.0% |
| 3Y | -9.3% | +77.5% | -86.8% | -52.8% |
| 5Y | -16.9% | +61.9% | -78.8% | -51.0% |
| 10Y | +37.9% | +236.1% | -198.3% | -57.7% |
| All | +227.1% | +347.2% | -120.1% | -28.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling