-11.0%
BA vs BEN
+72.3%
-83.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | +0.1% |
| 7D | 0.0% | +12.1% | -12.1% | -4.9% |
| 30D | -8.9% | +13.4% | -22.3% | -13.9% |
| 3M | -25.5% | +9.4% | -34.9% | -28.5% |
| 6M | -27.0% | +19.3% | -46.2% | -32.2% |
| YTD | -20.1% | +57.3% | -77.4% | -31.4% |
| 1Y | -11.0% | +69.1% | -80.1% | -23.5% |
| All | -11.0% | +72.3% | -83.3% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling