+28.1%
BA vs GEN
+166.9%
-138.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.7% | -0.3% | -1.4% | -1.7% |
| 30D | -9.5% | +28.2% | -37.6% | -15.0% |
| 3M | -26.5% | +2.6% | -29.1% | -27.5% |
| 6M | -27.4% | +32.7% | -60.1% | -33.1% |
| YTD | -20.6% | +11.3% | -31.9% | -24.1% |
| 1Y | -11.4% | +17.9% | -29.4% | -16.7% |
| 3Y | -10.8% | +66.3% | -77.2% | -24.2% |
| 5Y | -21.9% | +31.7% | -53.6% | -30.9% |
| 10Y | +28.1% | +150.0% | -121.9% | -7.0% |
| All | +28.1% | +166.9% | -138.7% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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