-11.5%
BA vs BEN
+70.3%
-81.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.3% | -6.9% | -3.2% |
| 7D | -1.7% | +12.2% | -13.9% | -6.6% |
| 30D | -9.5% | +12.1% | -21.5% | -14.0% |
| 3M | -26.5% | +7.3% | -33.8% | -28.8% |
| 6M | -27.4% | +17.9% | -45.2% | -32.2% |
| YTD | -20.6% | +55.4% | -76.0% | -31.5% |
| All | -11.5% | +70.3% | -81.8% | -23.6% |
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