-0.9%
BA vs D
+5.6%
-6.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.3% | +0.9% |
| 7D | +1.2% | +1.5% | -0.3% | +0.8% |
| 30D | -11.6% | -2.6% | -9.0% | -11.1% |
| 3M | -2.4% | 0.0% | -2.4% | -2.4% |
| 6M | -6.6% | +7.4% | -14.0% | -8.2% |
| YTD | -2.2% | +15.9% | -18.1% | -5.6% |
| 1Y | -8.0% | +18.1% | -26.1% | -11.7% |
| 3Y | -5.0% | +58.4% | -63.4% | -16.5% |
| All | -0.9% | +5.6% | -6.5% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling