-22.1%
BA vs NDAQ
+60.8%
-82.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.3% | +0.4% |
| 7D | +1.1% | +0.8% | +0.2% | +0.7% |
| 30D | -7.9% | +16.5% | -24.4% | -14.3% |
| 3M | -25.3% | +13.5% | -38.8% | -29.8% |
| 6M | -24.6% | +20.9% | -45.5% | -31.6% |
| YTD | -20.1% | +11.4% | -31.5% | -25.1% |
| 1Y | -11.8% | +25.9% | -37.7% | -22.8% |
| 3Y | -10.1% | +119.9% | -130.0% | -43.0% |
| All | -22.1% | +60.8% | -82.9% | -46.0% |
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 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