+73.5%
BA vs LIN
+358.9%
-285.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.6% |
| 7D | +1.2% | -2.1% | +3.3% | +2.9% |
| 30D | -11.6% | -2.4% | -9.2% | -10.0% |
| 3M | -2.4% | -5.6% | +3.2% | +1.8% |
| 6M | -6.6% | -3.4% | -3.2% | -5.0% |
| YTD | -2.2% | +13.1% | -15.3% | -12.9% |
| 1Y | -8.0% | +2.5% | -10.5% | -11.4% |
| 3Y | -5.0% | +27.6% | -32.6% | -25.4% |
| 5Y | -2.7% | +63.0% | -65.8% | -40.2% |
| All | +73.5% | +358.9% | -285.4% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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