-20.6%
BA vs NDAQ
+68.2%
-88.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | 0.0% |
| 7D | 0.0% | +2.9% | -2.8% | -1.2% |
| 30D | -8.9% | +17.5% | -26.4% | -15.5% |
| 3M | -25.5% | +15.4% | -41.0% | -30.5% |
| 6M | -27.0% | +24.6% | -51.6% | -34.6% |
| YTD | -20.1% | +14.4% | -34.6% | -26.1% |
| 1Y | -11.0% | +26.9% | -37.9% | -22.3% |
| 3Y | -11.8% | +119.8% | -131.7% | -43.9% |
| 5Y | -20.6% | +70.5% | -91.1% | -46.6% |
| All | -20.6% | +68.2% | -88.9% | -46.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling