-10.6%
BA vs ON
+41.6%
-52.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.9% | +4.0% | +2.3% |
| 7D | +5.9% | -5.8% | +11.7% | +6.6% |
| 30D | -8.2% | -17.1% | +8.9% | -6.2% |
| 3M | -25.4% | -11.8% | -13.6% | -24.6% |
| 6M | -20.0% | -30.2% | +10.2% | -19.0% |
| YTD | -18.5% | +31.6% | -50.0% | -27.6% |
| 1Y | -10.6% | +47.6% | -58.2% | -22.1% |
| All | -10.6% | +41.6% | -52.3% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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