+26.6%
BA vs NI
+181.4%
-154.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.3% |
| 7D | 0.0% | +1.5% | -1.5% | -0.8% |
| 30D | -8.9% | +11.9% | -20.8% | -14.5% |
| 3M | -25.5% | +9.1% | -34.7% | -29.2% |
| 6M | -27.0% | -1.8% | -25.2% | -26.7% |
| YTD | -20.1% | +11.4% | -31.5% | -25.6% |
| 1Y | -11.0% | +6.4% | -17.4% | -15.0% |
| 3Y | -11.8% | +98.2% | -110.1% | -42.8% |
| 5Y | -20.6% | +110.1% | -130.7% | -51.8% |
| 10Y | +26.6% | +189.0% | -162.4% | -24.9% |
| All | +26.6% | +181.4% | -154.8% | -24.9% |
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