+73.5%
BA vs BN
+265.3%
-191.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | +1.2% | -2.5% | +3.6% | +3.0% |
| 30D | -11.6% | -9.5% | -2.1% | -5.1% |
| 3M | -2.4% | -10.4% | +8.0% | +5.7% |
| 6M | -6.6% | -6.4% | -0.3% | -2.9% |
| YTD | -2.2% | -11.9% | +9.6% | +5.3% |
| 1Y | -8.0% | -8.6% | +0.6% | -4.5% |
| 3Y | -5.0% | +77.6% | -82.5% | -44.9% |
| 5Y | -2.7% | +37.0% | -39.7% | -32.5% |
| All | +73.5% | +265.3% | -191.9% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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