-43.4%
BA vs NET
+1,449.6%
-1,493.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.1% |
| 7D | +1.2% | -7.0% | +8.1% | +2.1% |
| 30D | -11.6% | -4.8% | -6.8% | -11.2% |
| 3M | -2.4% | +3.8% | -6.2% | -3.4% |
| 6M | -6.6% | +50.0% | -56.7% | -13.9% |
| YTD | -2.2% | +41.5% | -43.7% | -9.6% |
| 1Y | -8.0% | +32.8% | -40.8% | -14.5% |
| 3Y | -5.0% | +335.9% | -340.9% | -28.1% |
| 5Y | -2.7% | +113.8% | -116.5% | -25.8% |
| All | -43.4% | +1,449.6% | -1,493.0% | -64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 10y: compounded portfolio wealth divided by compounded NET 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…
10y analysis · Full analysis span regression · 6 months rolling