+73.5%
BA vs ALL
+370.7%
-297.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.2% | +1.6% |
| 7D | +1.2% | 0.0% | +1.1% | +1.1% |
| 30D | -11.6% | -1.5% | -10.1% | -11.2% |
| 3M | -2.4% | +23.6% | -26.0% | -15.7% |
| 6M | -6.6% | +22.3% | -29.0% | -19.2% |
| YTD | -2.2% | +26.5% | -28.8% | -17.9% |
| 1Y | -8.0% | +27.0% | -35.0% | -23.5% |
| 3Y | -5.0% | +149.6% | -154.6% | -55.6% |
| 5Y | -2.7% | +118.1% | -120.8% | -52.5% |
| All | +73.5% | +370.7% | -297.2% | -49.7% |
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