+73.5%
BA vs GEN
+162.9%
-89.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.4% |
| 7D | +1.2% | -1.2% | +2.4% | +1.4% |
| 30D | -11.6% | +10.1% | -21.8% | -13.8% |
| 3M | -2.4% | +16.1% | -18.5% | -6.2% |
| 6M | -6.6% | +38.9% | -45.5% | -14.7% |
| YTD | -2.2% | +14.4% | -16.7% | -6.6% |
| 1Y | -8.0% | +5.9% | -13.9% | -10.4% |
| 3Y | -5.0% | +58.8% | -63.8% | -17.9% |
| 5Y | -2.7% | +24.7% | -27.4% | -12.4% |
| All | +73.5% | +162.9% | -89.4% | +22.4% |
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