+73.9%
BA vs INDA
+82.6%
-8.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +1.2% | +0.7% | +0.5% | +0.5% |
| 30D | -11.6% | -0.8% | -10.8% | -11.0% |
| 3M | -2.4% | +3.9% | -6.3% | -5.5% |
| 6M | -6.6% | -0.7% | -5.9% | -5.9% |
| YTD | -2.2% | -7.7% | +5.4% | +4.7% |
| 1Y | -8.0% | -5.1% | -2.9% | -4.2% |
| 3Y | -5.0% | +13.6% | -18.6% | -17.0% |
| 5Y | -2.7% | +7.8% | -10.5% | -10.1% |
| All | +73.9% | +82.6% | -8.7% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling