+72.3%
BA vs FTI
+304.2%
-231.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | 0.0% |
| 7D | +2.5% | -0.2% | +2.7% | +2.5% |
| 30D | -10.1% | +12.3% | -22.4% | -13.9% |
| 3M | -2.4% | +13.8% | -16.2% | -7.7% |
| 6M | -8.8% | +24.3% | -33.1% | -17.1% |
| YTD | -2.9% | +75.8% | -78.7% | -22.5% |
| 1Y | -8.8% | +99.6% | -108.4% | -30.9% |
| 3Y | -0.3% | +278.4% | -278.7% | -42.7% |
| 5Y | -0.3% | +1,168.7% | -1,169.0% | -67.6% |
| 10Y | +72.3% | +297.5% | -225.2% | -37.9% |
| All | +72.3% | +304.2% | -231.9% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FTI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling