+26.8%
BA vs O
+82.5%
-55.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.6% |
| 7D | -1.4% | +0.6% | -2.0% | -1.8% |
| 30D | -7.9% | +9.4% | -17.3% | -13.3% |
| 3M | -25.2% | -2.4% | -22.8% | -24.1% |
| 6M | -26.7% | -1.9% | -24.9% | -26.4% |
| YTD | -19.6% | +10.5% | -30.1% | -25.8% |
| 1Y | -10.6% | +10.0% | -20.6% | -17.2% |
| 3Y | -11.2% | +40.5% | -51.7% | -33.6% |
| 5Y | -20.4% | +10.2% | -30.7% | -29.3% |
| 10Y | +26.8% | +82.5% | -55.7% | -4.3% |
| All | +26.8% | +82.5% | -55.7% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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