+217.1%
BA vs MSCI
+2,756.4%
-2,539.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | +1.2% | +0.4% | +0.8% | +1.0% |
| 30D | -11.6% | +0.6% | -12.2% | -11.9% |
| 3M | -2.4% | -7.1% | +4.7% | -0.1% |
| 6M | -6.6% | +0.8% | -7.5% | -7.6% |
| YTD | -2.2% | +1.0% | -3.2% | -4.0% |
| 1Y | -8.0% | +4.3% | -12.3% | -11.3% |
| 3Y | -5.0% | +9.9% | -14.9% | -12.1% |
| 5Y | -2.7% | -6.8% | +4.0% | -6.3% |
| 10Y | +75.9% | +614.7% | -538.8% | -20.0% |
| All | +217.1% | +2,756.4% | -2,539.3% | -15.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling