-11.5%
BA vs MSCI
+12.7%
-24.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.8% |
| 7D | -1.7% | +1.5% | -3.2% | -2.0% |
| 30D | -9.5% | +14.4% | -23.8% | -11.7% |
| 3M | -26.5% | +15.2% | -41.7% | -28.4% |
| 6M | -27.4% | +11.2% | -38.6% | -28.9% |
| YTD | -20.6% | +13.9% | -34.5% | -21.5% |
| All | -11.5% | +12.7% | -24.2% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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