+73.9%
BA vs EWT
+492.4%
-418.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.0% | -0.7% |
| 7D | +1.2% | +4.0% | -2.8% | -2.1% |
| 30D | -11.6% | +10.3% | -21.9% | -18.7% |
| 3M | -2.4% | +6.1% | -8.5% | -9.2% |
| 6M | -6.6% | +56.6% | -63.3% | -39.6% |
| YTD | -2.2% | +76.6% | -78.8% | -43.8% |
| 1Y | -8.0% | +97.9% | -105.9% | -52.8% |
| 3Y | -5.0% | +198.0% | -203.0% | -69.2% |
| 5Y | -2.7% | +151.8% | -154.5% | -61.8% |
| All | +73.9% | +492.4% | -418.5% | -68.6% |
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 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