-10.1%
BA vs GEN
+79.4%
-89.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.2% | +1.0% |
| 7D | +1.1% | +2.3% | -1.2% | +0.6% |
| 30D | -7.9% | +33.1% | -41.0% | -13.0% |
| 3M | -25.3% | +6.5% | -31.8% | -26.6% |
| 6M | -24.6% | +53.8% | -78.4% | -31.6% |
| YTD | -20.1% | +11.2% | -31.4% | -22.9% |
| 1Y | -11.8% | +19.4% | -31.1% | -16.3% |
| 3Y | -10.1% | +81.0% | -91.2% | -9.3% |
| All | -10.1% | +79.4% | -89.5% | -9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling