+28.1%
BA vs NDAQ
+484.3%
-456.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -1.4% |
| 7D | -1.7% | -0.1% | -1.6% | -1.7% |
| 30D | -9.5% | +15.9% | -25.3% | -17.6% |
| 3M | -26.5% | +15.1% | -41.6% | -33.0% |
| 6M | -27.4% | +22.9% | -50.3% | -37.1% |
| YTD | -20.6% | +12.8% | -33.4% | -28.3% |
| 1Y | -11.4% | +26.0% | -37.4% | -26.0% |
| 3Y | -10.8% | +119.7% | -130.5% | -50.4% |
| 5Y | -21.9% | +65.4% | -87.3% | -48.1% |
| 10Y | +28.1% | +469.3% | -441.1% | -63.0% |
| All | +28.1% | +484.3% | -456.1% | -63.0% |
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