+0.6%
BA vs FND
+76.3%
-75.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.1% | -4.6% | -1.9% |
| 7D | -1.7% | +8.5% | -10.2% | -4.6% |
| 30D | -9.5% | +17.2% | -26.7% | -14.7% |
| 3M | -26.5% | -14.9% | -11.5% | -23.1% |
| 6M | -27.4% | +3.1% | -30.5% | -29.7% |
| YTD | -20.6% | -12.4% | -8.2% | -19.6% |
| 1Y | -11.4% | -10.0% | -1.4% | -11.5% |
| 3Y | -10.8% | -31.3% | +20.5% | -8.3% |
| 5Y | -21.9% | -60.3% | +38.4% | -7.4% |
| All | +0.6% | +76.3% | -75.7% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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