-12.3%
BA vs NI
+7.3%
-19.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.8% |
| 7D | -0.6% | +3.1% | -3.6% | -1.0% |
| 30D | -8.0% | +11.2% | -19.2% | -9.4% |
| 3M | -25.8% | +9.8% | -35.6% | -26.9% |
| 6M | -27.6% | -1.6% | -26.0% | -27.5% |
| YTD | -21.0% | +12.6% | -33.6% | -20.8% |
| 1Y | -12.3% | +7.8% | -20.0% | -13.4% |
| All | -12.3% | +7.3% | -19.5% | -13.4% |
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