+72.3%
BA vs NI
+137.0%
-64.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -1.4% |
| 7D | +2.5% | +2.3% | +0.2% | +1.2% |
| 30D | -10.1% | -1.7% | -8.4% | -9.3% |
| 3M | -2.4% | -8.0% | +5.6% | +1.8% |
| 6M | -8.8% | -8.6% | -0.2% | -4.8% |
| YTD | -2.9% | +2.3% | -5.3% | -5.1% |
| 1Y | -8.8% | +6.9% | -15.7% | -13.2% |
| 3Y | -0.3% | +70.6% | -70.8% | -29.1% |
| 5Y | -0.3% | +96.4% | -96.7% | -36.5% |
| 10Y | +72.3% | +136.1% | -63.8% | +9.9% |
| All | +72.3% | +137.0% | -64.7% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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