+26.8%
BA vs BN
+281.2%
-254.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.4% | +1.2% |
| 7D | -1.4% | -2.4% | +1.0% | +0.2% |
| 30D | -7.9% | +13.5% | -21.4% | -16.5% |
| 3M | -25.2% | -5.9% | -19.2% | -22.2% |
| 6M | -26.7% | -8.9% | -17.8% | -22.3% |
| YTD | -19.6% | -7.9% | -11.7% | -16.6% |
| 1Y | -10.6% | -8.3% | -2.3% | -7.4% |
| 3Y | -11.2% | +100.8% | -112.0% | -53.2% |
| 5Y | -20.4% | +38.2% | -58.7% | -44.9% |
| 10Y | +26.8% | +302.3% | -275.6% | -55.1% |
| All | +26.8% | +281.2% | -254.5% | -55.1% |
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