+26.8%
BA vs NDAQ
+475.0%
-448.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | -1.4% | 0.0% | -1.4% | -1.4% |
| 30D | -7.9% | +16.3% | -24.2% | -16.4% |
| 3M | -25.2% | +15.8% | -41.0% | -32.1% |
| 6M | -26.7% | +24.8% | -51.6% | -37.2% |
| YTD | -19.6% | +14.1% | -33.7% | -27.9% |
| 1Y | -10.6% | +26.5% | -37.1% | -25.4% |
| 3Y | -11.2% | +119.1% | -130.4% | -50.5% |
| 5Y | -20.4% | +70.9% | -91.4% | -48.4% |
| 10Y | +26.8% | +479.7% | -453.0% | -63.7% |
| All | +26.8% | +475.0% | -448.3% | -63.7% |
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