+28.1%
BA vs EWT
+418.9%
-390.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.2% | -7.8% | -6.2% |
| 7D | -1.7% | -5.0% | +3.3% | +1.2% |
| 30D | -9.5% | -16.3% | +6.9% | +2.7% |
| 3M | -26.5% | -7.2% | -19.2% | -24.0% |
| 6M | -27.4% | -0.5% | -26.9% | -31.6% |
| YTD | -20.6% | +50.6% | -71.2% | -49.6% |
| 1Y | -11.4% | +54.8% | -66.3% | -45.4% |
| 3Y | -10.8% | +155.5% | -166.3% | -68.4% |
| 5Y | -21.9% | +116.4% | -138.3% | -66.6% |
| 10Y | +28.1% | +421.4% | -393.3% | -74.2% |
| All | +28.1% | +418.9% | -390.7% | -74.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling