+0.1%
BA vs FND
+61.4%
-61.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.4% | +2.7% | -0.3% |
| 7D | -0.6% | -5.1% | +4.6% | +1.1% |
| 30D | -8.0% | +9.2% | -17.2% | -11.3% |
| 3M | -25.8% | -17.7% | -8.1% | -21.5% |
| 6M | -27.6% | +2.5% | -30.1% | -29.8% |
| YTD | -21.0% | -19.8% | -1.2% | -17.7% |
| 1Y | -12.3% | -22.7% | +10.4% | -7.7% |
| 3Y | -12.8% | -38.3% | +25.5% | -7.0% |
| 5Y | -22.4% | -63.0% | +40.6% | -5.9% |
| All | +0.1% | +61.4% | -61.3% | -27.8% |
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