+1,462.0%
BA vs BN
+15,832.7%
-14,370.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.6% | -1.1% |
| 7D | -0.1% | +5.7% | -5.8% | -2.6% |
| 30D | -9.1% | +12.0% | -21.1% | -13.8% |
| 3M | -28.2% | -6.1% | -22.1% | -26.3% |
| 6M | -23.1% | -8.6% | -14.5% | -20.2% |
| YTD | -20.6% | -8.5% | -12.0% | -18.0% |
| 1Y | -12.7% | -8.4% | -4.3% | -10.2% |
| 3Y | -11.6% | +92.3% | -103.8% | -35.7% |
| 5Y | -23.1% | +31.3% | -54.5% | -34.9% |
| 10Y | +34.4% | +280.5% | -246.1% | -21.6% |
| All | +1,462.0% | +15,832.7% | -14,370.7% | +346.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling