+264.7%
BA vs GNRC
+2,022.1%
-1,757.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.7% | +4.3% | +1.5% |
| 7D | 0.0% | -13.1% | +13.2% | +3.2% |
| 30D | -8.9% | -19.2% | +10.3% | -4.6% |
| 3M | -25.5% | -11.8% | -13.7% | -24.4% |
| 6M | -27.0% | -32.5% | +5.6% | -21.5% |
| YTD | -20.1% | +33.3% | -53.4% | -29.6% |
| 1Y | -11.0% | +16.0% | -27.0% | -18.8% |
| 3Y | -11.8% | +75.5% | -87.4% | -30.3% |
| 5Y | -20.6% | -58.7% | +38.1% | -13.8% |
| 10Y | +26.6% | +351.2% | -324.6% | -30.8% |
| All | +264.7% | +2,022.1% | -1,757.4% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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