+28.1%
BA vs FTI
+185.2%
-157.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | -1.7% | -4.3% | +2.6% | -0.3% |
| 30D | -9.5% | -8.0% | -1.4% | -7.2% |
| 3M | -26.5% | -8.0% | -18.4% | -24.9% |
| 6M | -27.4% | -8.7% | -18.7% | -26.4% |
| YTD | -20.6% | +43.9% | -64.5% | -32.4% |
| 1Y | -11.4% | +49.8% | -61.2% | -25.9% |
| 3Y | -10.8% | +211.7% | -222.5% | -45.4% |
| 5Y | -21.9% | +781.6% | -803.5% | -70.8% |
| 10Y | +28.1% | +180.2% | -152.0% | -47.7% |
| All | +28.1% | +185.2% | -157.0% | -47.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling