-0.9%
BA vs NDAQ
+55.8%
-56.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +1.7% |
| 7D | +1.2% | -2.4% | +3.6% | +2.3% |
| 30D | -11.6% | +2.5% | -14.1% | -12.7% |
| 3M | -2.4% | +9.9% | -12.3% | -7.1% |
| 6M | -6.6% | +9.4% | -16.1% | -11.3% |
| YTD | -2.2% | +0.4% | -2.7% | -3.7% |
| 1Y | -8.0% | +4.0% | -12.1% | -11.4% |
| 3Y | -5.0% | +94.4% | -99.4% | -35.5% |
| All | -0.9% | +55.8% | -56.7% | -31.0% |
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