-10.6%
BA vs EWT
+54.0%
-64.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +2.5% |
| 7D | +5.9% | -10.9% | +16.8% | +9.4% |
| 30D | -8.2% | -17.7% | +9.6% | -2.7% |
| 3M | -25.4% | -5.0% | -20.3% | -24.8% |
| 6M | -20.0% | +7.4% | -27.4% | -25.0% |
| YTD | -18.5% | +52.8% | -71.3% | -35.9% |
| 1Y | -10.6% | +55.2% | -65.8% | -30.6% |
| All | -10.6% | +54.0% | -64.6% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 1y: compounded portfolio wealth divided by compounded EWT 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…
1y analysis · Full analysis span regression · 6 months rolling