-10.6%
BA vs ALL
+115.1%
-125.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.7% | -2.5% |
| 7D | -0.1% | +4.2% | -4.3% | -0.4% |
| 30D | -9.1% | +18.9% | -28.1% | -10.3% |
| 3M | -28.2% | +1.2% | -29.4% | -28.3% |
| 6M | -23.1% | +23.2% | -46.3% | -24.5% |
| YTD | -20.6% | +30.0% | -50.6% | -22.6% |
| 1Y | -12.7% | +39.6% | -52.3% | -15.9% |
| All | -10.6% | +115.1% | -125.7% | -10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling