-11.8%
BA vs ITOT
+78.3%
-90.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | 0.0% | -0.5% | +0.6% | +0.4% |
| 30D | -8.9% | -3.4% | -5.5% | -5.7% |
| 3M | -25.5% | -3.1% | -22.5% | -23.2% |
| 6M | -27.0% | +2.2% | -29.1% | -28.8% |
| YTD | -20.1% | +11.0% | -31.2% | -28.8% |
| 1Y | -11.0% | +11.4% | -22.4% | -21.0% |
| 3Y | -11.8% | +76.4% | -88.2% | -45.9% |
| All | -11.8% | +78.3% | -90.1% | -45.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling