+479.3%
BA vs NDAQ
+2,586.3%
-2,107.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.6% | +0.1% | -1.7% |
| 7D | -0.1% | +1.2% | -1.3% | -0.4% |
| 30D | -9.1% | +15.8% | -24.9% | -13.2% |
| 3M | -28.2% | +13.4% | -41.5% | -31.1% |
| 6M | -23.1% | +20.9% | -44.0% | -27.9% |
| YTD | -20.6% | +11.1% | -31.7% | -24.0% |
| 1Y | -12.7% | +26.5% | -39.2% | -19.8% |
| 3Y | -11.6% | +121.5% | -133.0% | -31.7% |
| 5Y | -23.1% | +61.3% | -84.5% | -35.1% |
| 10Y | +34.4% | +480.0% | -445.7% | -18.8% |
| All | +479.3% | +2,586.3% | -2,107.0% | +159.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling