+26.6%
BA vs BBWI
-44.4%
+71.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.7% |
| 7D | 0.0% | -4.2% | +4.3% | +1.3% |
| 30D | -8.9% | +24.9% | -33.8% | -15.2% |
| 3M | -25.5% | +13.2% | -38.7% | -29.2% |
| 6M | -27.0% | +12.1% | -39.1% | -31.0% |
| YTD | -20.1% | +11.1% | -31.2% | -25.6% |
| 1Y | -11.0% | +0.7% | -11.7% | -15.9% |
| 3Y | -11.8% | -23.8% | +11.9% | -14.8% |
| 5Y | -20.6% | -66.9% | +46.3% | -4.0% |
| 10Y | +26.6% | -45.3% | +72.0% | -14.5% |
| All | +26.6% | -44.4% | +71.0% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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