+26.8%
BA vs ARWR
+1,021.8%
-995.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | -0.1% | +0.6% |
| 7D | -1.4% | -19.9% | +18.5% | +1.6% |
| 30D | -7.9% | -18.7% | +10.8% | -5.4% |
| 3M | -25.2% | -44.7% | +19.5% | -19.0% |
| 6M | -26.7% | -36.5% | +9.8% | -22.5% |
| YTD | -19.6% | -25.7% | +6.0% | -17.4% |
| 1Y | -10.6% | +18.9% | -29.5% | -14.7% |
| 3Y | -11.2% | +83.1% | -94.3% | -25.7% |
| 5Y | -20.4% | -34.9% | +14.4% | -26.3% |
| 10Y | +26.8% | +1,080.9% | -1,054.1% | -13.0% |
| All | +26.8% | +1,021.8% | -995.1% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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