+74.6%
BA vs ET
+166.1%
-91.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.4% |
| 7D | -1.2% | +0.6% | -1.8% | -1.5% |
| 30D | -11.3% | +5.3% | -16.6% | -13.4% |
| 3M | -3.8% | +15.6% | -19.4% | -10.2% |
| 6M | -8.3% | +20.6% | -28.9% | -16.4% |
| YTD | -4.9% | +38.5% | -43.5% | -18.8% |
| 1Y | -10.1% | +35.7% | -45.8% | -22.6% |
| 3Y | -2.3% | +98.4% | -100.7% | -30.1% |
| 5Y | -3.5% | +245.3% | -248.8% | -46.9% |
| 10Y | +74.6% | +173.7% | -99.2% | -6.3% |
| All | +74.6% | +166.1% | -91.6% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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