+23.4%
BA vs GEN
+147.0%
-123.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -1.0% |
| 7D | -0.6% | -3.0% | +2.4% | +0.2% |
| 30D | -8.0% | +24.7% | -32.7% | -13.0% |
| 3M | -25.8% | +4.1% | -29.9% | -27.1% |
| 6M | -27.6% | +36.0% | -63.6% | -33.7% |
| YTD | -21.0% | +10.9% | -31.8% | -24.4% |
| 1Y | -12.3% | +12.2% | -24.4% | -16.4% |
| 3Y | -12.8% | +63.3% | -76.1% | -25.5% |
| 5Y | -22.4% | +29.0% | -51.4% | -31.0% |
| All | +23.4% | +147.0% | -123.6% | -10.8% |
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