+31.8%
BA vs ALB
+33.3%
-1.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.3% |
| 7D | +1.1% | +9.1% | -8.0% | -1.6% |
| 30D | -7.9% | -3.4% | -4.5% | -7.4% |
| 3M | -25.3% | -20.6% | -4.7% | -20.7% |
| 6M | -24.6% | -48.2% | +23.6% | -9.3% |
| YTD | -20.1% | -29.2% | +9.1% | -15.6% |
| 1Y | -11.8% | +10.0% | -21.8% | -20.1% |
| 3Y | -10.1% | -12.9% | +2.8% | -22.5% |
| 5Y | -22.7% | -61.3% | +38.5% | -14.0% |
| All | +31.8% | +33.3% | -1.6% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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