+1,462.0%
BA vs GEN
+8,824.3%
-7,362.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.4% |
| 7D | -0.1% | +8.5% | -8.6% | -1.3% |
| 30D | -9.1% | +34.2% | -43.3% | -13.0% |
| 3M | -28.2% | +10.0% | -38.1% | -29.5% |
| 6M | -23.1% | +56.8% | -79.9% | -28.5% |
| YTD | -20.6% | +14.2% | -34.8% | -22.9% |
| 1Y | -12.7% | +20.8% | -33.5% | -16.0% |
| 3Y | -11.6% | +84.1% | -95.6% | -20.5% |
| 5Y | -23.1% | +37.1% | -60.2% | -28.5% |
| 10Y | +34.4% | +171.5% | -137.1% | +11.0% |
| All | +1,462.0% | +8,824.3% | -7,362.3% | +571.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling