+346.5%
BA vs GNRC
+2,087.1%
-1,740.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.5% | +0.2% |
| 7D | +1.2% | +1.9% | -0.8% | +0.7% |
| 30D | -11.6% | -13.8% | +2.2% | -8.4% |
| 3M | -2.4% | -32.6% | +30.3% | +6.9% |
| 6M | -6.6% | -15.2% | +8.6% | -4.8% |
| YTD | -2.2% | +37.4% | -39.6% | -13.2% |
| 1Y | -8.0% | +5.1% | -13.2% | -12.9% |
| 3Y | -5.0% | +57.5% | -62.5% | -21.8% |
| 5Y | -2.7% | -58.7% | +56.0% | +6.9% |
| 10Y | +75.9% | +395.5% | -319.6% | -4.6% |
| All | +346.5% | +2,087.1% | -1,740.6% | +57.3% |
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