+31.8%
BA vs ALL
+370.9%
-339.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.5% | +5.0% | +3.2% |
| 7D | +1.1% | -1.9% | +3.0% | +2.2% |
| 30D | -7.9% | +13.8% | -21.7% | -15.0% |
| 3M | -25.3% | -7.0% | -18.3% | -22.5% |
| 6M | -24.6% | +18.0% | -42.6% | -33.5% |
| YTD | -20.1% | +24.2% | -44.3% | -32.5% |
| 1Y | -11.8% | +31.2% | -42.9% | -28.3% |
| 3Y | -10.1% | +107.5% | -117.7% | -51.3% |
| 5Y | -22.7% | +144.8% | -167.6% | -66.6% |
| All | +31.8% | +370.9% | -339.1% | -59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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