+23.3%
BA vs NDAQ
+471.8%
-448.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | +0.1% |
| 7D | -1.1% | +1.3% | -2.4% | -1.9% |
| 30D | -7.1% | +18.0% | -25.1% | -16.4% |
| 3M | -25.5% | +11.5% | -37.1% | -30.8% |
| 6M | -28.7% | +21.1% | -49.8% | -37.7% |
| YTD | -21.0% | +12.8% | -33.8% | -28.7% |
| 1Y | -11.9% | +25.7% | -37.6% | -26.3% |
| 3Y | -16.2% | +116.8% | -133.0% | -53.0% |
| 5Y | -22.4% | +67.3% | -89.6% | -48.9% |
| All | +23.3% | +471.8% | -448.4% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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