+26.6%
BA vs EAT
+328.6%
-302.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.7% | +1.9% |
| 7D | 0.0% | -5.9% | +6.0% | +1.9% |
| 30D | -8.9% | +0.7% | -9.6% | -9.9% |
| 3M | -25.5% | -14.2% | -11.3% | -23.0% |
| 6M | -27.0% | +40.7% | -67.7% | -36.6% |
| YTD | -20.1% | +36.0% | -56.1% | -31.1% |
| 1Y | -11.0% | +83.1% | -94.1% | -31.1% |
| 3Y | -11.8% | +474.8% | -486.6% | -57.8% |
| 5Y | -20.6% | +347.6% | -368.2% | -61.2% |
| 10Y | +26.6% | +321.5% | -294.9% | -51.8% |
| All | +26.6% | +328.6% | -302.0% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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