-10.0%
BA vs ITOT
+16.9%
-26.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | 0.0% |
| 7D | -2.7% | -2.0% | -0.7% | -0.3% |
| 30D | -12.2% | -2.0% | -10.2% | -10.1% |
| 3M | -2.0% | +4.5% | -6.6% | -6.7% |
| 6M | -6.0% | +12.6% | -18.6% | -17.8% |
| YTD | -5.7% | +12.0% | -17.7% | -17.6% |
| 1Y | -10.0% | +17.3% | -27.2% | -22.2% |
| All | -10.0% | +16.9% | -26.9% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling