-10.6%
BA vs FIG
-52.3%
+41.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.2% | -3.1% | +1.9% |
| 7D | +5.9% | -4.7% | +10.6% | +6.1% |
| 30D | -8.2% | +0.5% | -8.7% | -8.2% |
| 3M | -25.4% | -18.4% | -7.0% | -25.1% |
| 6M | -20.0% | +10.9% | -30.9% | -19.9% |
| YTD | -18.5% | -40.8% | +22.3% | -14.5% |
| 1Y | -10.6% | -51.7% | +41.1% | -1.8% |
| All | -10.6% | -52.3% | +41.6% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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