+26.6%
BA vs NDAQ
+472.5%
-445.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | -0.3% |
| 7D | 0.0% | +2.9% | -2.8% | -1.7% |
| 30D | -8.9% | +17.5% | -26.4% | -17.8% |
| 3M | -25.5% | +15.4% | -41.0% | -32.3% |
| 6M | -27.0% | +24.6% | -51.6% | -37.3% |
| YTD | -20.1% | +14.4% | -34.6% | -28.5% |
| 1Y | -11.0% | +26.9% | -37.9% | -25.9% |
| 3Y | -11.8% | +119.8% | -131.7% | -50.9% |
| 5Y | -20.6% | +70.5% | -91.1% | -48.4% |
| 10Y | +26.6% | +475.8% | -449.2% | -63.7% |
| All | +26.6% | +472.5% | -445.8% | -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