-21.9%
BA vs INDA
+9.4%
-31.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.5% |
| 7D | -1.7% | +6.1% | -7.8% | -6.9% |
| 30D | -9.5% | +11.7% | -21.1% | -18.3% |
| 3M | -26.5% | +2.1% | -28.5% | -27.9% |
| 6M | -27.4% | +3.2% | -30.5% | -29.4% |
| YTD | -20.6% | -4.9% | -15.7% | -17.2% |
| 1Y | -11.4% | -4.4% | -7.1% | -8.3% |
| 3Y | -10.8% | +17.6% | -28.4% | -28.6% |
| 5Y | -21.9% | +9.9% | -31.8% | -32.5% |
| All | -21.9% | +9.4% | -31.4% | -32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling