+929.5%
BA vs MDY
+2,534.4%
-1,604.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | -0.1% |
| 7D | +1.1% | -1.7% | +2.7% | +2.6% |
| 30D | -7.9% | -0.9% | -7.0% | -7.2% |
| 3M | -25.3% | -5.7% | -19.6% | -21.1% |
| 6M | -24.6% | -2.9% | -21.7% | -22.4% |
| YTD | -20.1% | +9.8% | -30.0% | -26.8% |
| 1Y | -11.8% | +13.5% | -25.2% | -21.7% |
| 3Y | -10.1% | +51.9% | -62.1% | -39.5% |
| 5Y | -22.7% | +32.0% | -54.8% | -40.0% |
| 10Y | +35.1% | +176.5% | -141.4% | -39.4% |
| All | +929.5% | +2,534.4% | -1,604.9% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 all: compounded portfolio wealth divided by compounded MDY 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…
all analysis · Full analysis span regression · 6 months rolling