-11.8%
BA vs NDAQ
+27.2%
-39.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.3% | +0.5% |
| 7D | +1.1% | +0.8% | +0.2% | +1.0% |
| 30D | -7.9% | +16.5% | -24.4% | -9.8% |
| 3M | -25.3% | +13.5% | -38.8% | -26.6% |
| 6M | -24.6% | +20.9% | -45.5% | -26.7% |
| YTD | -20.1% | +11.4% | -31.5% | -23.0% |
| 1Y | -11.8% | +25.9% | -37.7% | -11.1% |
| All | -11.8% | +27.2% | -39.0% | -11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling