-0.9%
BA vs EXPD
+61.6%
-62.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.5% |
| 7D | +1.2% | -1.1% | +2.3% | +1.5% |
| 30D | -11.6% | +4.1% | -15.7% | -12.8% |
| 3M | -2.4% | +17.9% | -20.3% | -7.6% |
| 6M | -6.6% | +29.2% | -35.9% | -14.4% |
| YTD | -2.2% | +27.4% | -29.6% | -11.0% |
| 1Y | -8.0% | +56.8% | -64.9% | -23.3% |
| 3Y | -5.0% | +68.0% | -73.0% | -24.6% |
| All | -0.9% | +61.6% | -62.5% | -27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling