+1,470.1%
BA vs BBWI
+1,142.2%
+327.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.8% | +1.4% |
| 7D | +1.1% | -6.2% | +7.3% | +2.8% |
| 30D | -7.9% | +19.9% | -27.9% | -12.9% |
| 3M | -25.3% | +7.1% | -32.5% | -27.7% |
| 6M | -24.6% | +13.7% | -38.2% | -28.8% |
| YTD | -20.1% | +9.6% | -29.7% | -24.9% |
| 1Y | -11.8% | -1.6% | -10.1% | -15.7% |
| 3Y | -10.1% | -25.9% | +15.7% | -11.8% |
| 5Y | -22.7% | -67.8% | +45.1% | -7.9% |
| 10Y | +35.1% | -43.5% | +78.5% | +14.6% |
| All | +1,470.1% | +1,142.2% | +327.9% | +355.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling