-10.1%
BA vs FTI
+191.5%
-201.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.1% | -2.6% | -0.1% |
| 7D | +1.1% | -7.6% | +8.7% | +2.6% |
| 30D | -7.9% | -7.1% | -0.8% | -6.8% |
| 3M | -25.3% | -8.7% | -16.6% | -24.3% |
| 6M | -24.6% | -14.0% | -10.6% | -23.0% |
| YTD | -20.1% | +42.8% | -63.0% | -30.1% |
| 1Y | -11.8% | +50.4% | -62.1% | -24.2% |
| 3Y | -10.1% | +194.1% | -204.2% | -37.4% |
| All | -10.1% | +191.5% | -201.6% | -37.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling