-12.3%
BA vs GEN
+11.7%
-24.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -1.2% |
| 7D | -0.6% | -3.0% | +2.4% | -0.1% |
| 30D | -8.0% | +24.7% | -32.7% | -11.0% |
| 3M | -25.8% | +4.1% | -29.9% | -26.6% |
| 6M | -27.6% | +36.0% | -63.6% | -31.0% |
| YTD | -21.0% | +10.9% | -31.8% | -28.4% |
| 1Y | -12.3% | +12.2% | -24.4% | -20.3% |
| All | -12.3% | +11.7% | -24.0% | -20.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling