-10.6%
BA vs EXPD
+53.8%
-64.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.2% | +5.4% | +2.3% |
| 7D | +5.9% | +0.3% | +5.6% | +5.8% |
| 30D | -8.2% | +1.8% | -10.0% | -8.3% |
| 3M | -25.4% | +8.9% | -34.3% | -25.7% |
| 6M | -20.0% | +42.2% | -62.2% | -20.8% |
| YTD | -18.5% | +33.4% | -51.8% | -19.9% |
| 1Y | -10.6% | +47.2% | -57.8% | -12.7% |
| All | -10.6% | +53.8% | -64.4% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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