-10.6%
BA vs NDAQ
+122.0%
-132.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.6% | +0.1% | -1.6% |
| 7D | -0.1% | +1.2% | -1.3% | -0.5% |
| 30D | -9.1% | +15.8% | -24.9% | -13.9% |
| 3M | -28.2% | +13.4% | -41.5% | -31.5% |
| 6M | -23.1% | +20.9% | -44.0% | -28.7% |
| YTD | -20.6% | +11.1% | -31.7% | -24.1% |
| 1Y | -12.7% | +26.5% | -39.2% | -22.2% |
| All | -10.6% | +122.0% | -132.6% | -33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling