+31.8%
BA vs NDAQ
+475.8%
-444.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.3% | +0.4% |
| 7D | +1.1% | +0.8% | +0.2% | +0.6% |
| 30D | -7.9% | +16.5% | -24.4% | -16.5% |
| 3M | -25.3% | +13.5% | -38.8% | -31.4% |
| 6M | -24.6% | +20.9% | -45.5% | -34.0% |
| YTD | -20.1% | +11.4% | -31.5% | -27.3% |
| 1Y | -11.8% | +25.9% | -37.7% | -26.3% |
| 3Y | -10.1% | +119.9% | -130.0% | -50.1% |
| 5Y | -22.7% | +61.7% | -84.5% | -47.9% |
| All | +31.8% | +475.8% | -444.0% | -62.0% |
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