-10.6%
BA vs NI
+7.1%
-17.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.6% |
| 7D | -1.4% | +0.6% | -2.0% | -1.5% |
| 30D | -7.9% | +11.2% | -19.1% | -9.3% |
| 3M | -25.2% | +9.2% | -34.3% | -26.2% |
| 6M | -26.7% | -1.8% | -24.9% | -26.7% |
| YTD | -19.6% | +12.0% | -31.6% | -19.3% |
| 1Y | -10.6% | +6.4% | -17.0% | -12.2% |
| All | -10.6% | +7.1% | -17.7% | -12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling