+73.5%
BA vs NDAQ
+374.2%
-300.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +2.0% |
| 7D | +1.2% | -2.4% | +3.6% | +2.6% |
| 30D | -11.6% | +2.5% | -14.1% | -13.1% |
| 3M | -2.4% | +9.9% | -12.3% | -8.8% |
| 6M | -6.6% | +9.4% | -16.1% | -13.0% |
| YTD | -2.2% | +0.4% | -2.7% | -4.7% |
| 1Y | -8.0% | +4.0% | -12.1% | -13.0% |
| 3Y | -5.0% | +94.4% | -99.4% | -42.9% |
| 5Y | -2.7% | +56.7% | -59.4% | -33.6% |
| All | +73.5% | +374.2% | -300.8% | -42.0% |
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