+23.4%
BA vs NI
+196.3%
-172.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -2.0% |
| 7D | -0.6% | +3.1% | -3.6% | -2.2% |
| 30D | -8.0% | +11.2% | -19.2% | -13.3% |
| 3M | -25.8% | +9.8% | -35.6% | -29.7% |
| 6M | -27.6% | -1.6% | -26.0% | -27.4% |
| YTD | -21.0% | +12.6% | -33.6% | -26.9% |
| 1Y | -12.3% | +7.8% | -20.0% | -16.9% |
| 3Y | -12.8% | +100.5% | -113.3% | -43.8% |
| 5Y | -22.4% | +114.4% | -136.8% | -53.4% |
| All | +23.4% | +196.3% | -172.9% | -27.2% |
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