-0.9%
BA vs EXEL
+199.5%
-200.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +1.2% | +8.4% | -7.2% | -0.7% |
| 30D | -11.6% | +4.1% | -15.7% | -12.5% |
| 3M | -2.4% | +12.4% | -14.8% | -5.0% |
| 6M | -6.6% | +41.5% | -48.2% | -13.6% |
| YTD | -2.2% | +34.6% | -36.9% | -8.8% |
| 1Y | -8.0% | +57.9% | -65.9% | -17.6% |
| 3Y | -5.0% | +159.5% | -164.5% | -27.0% |
| All | -0.9% | +199.5% | -200.5% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 5y: compounded portfolio wealth divided by compounded EXEL 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…
5y analysis · Full analysis span regression · 6 months rolling