+26.6%
BA vs ON
+512.2%
-485.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.3% |
| 7D | 0.0% | -4.1% | +4.2% | +1.0% |
| 30D | -8.9% | -10.2% | +1.3% | -6.5% |
| 3M | -25.5% | -12.7% | -12.8% | -23.3% |
| 6M | -27.0% | -32.5% | +5.6% | -21.5% |
| YTD | -20.1% | +28.6% | -48.7% | -33.8% |
| 1Y | -11.0% | +43.4% | -54.4% | -29.5% |
| 3Y | -11.8% | +3.3% | -15.1% | -28.4% |
| 5Y | -20.6% | +22.5% | -43.2% | -46.9% |
| 10Y | +26.6% | +535.7% | -509.1% | -57.1% |
| All | +26.6% | +512.2% | -485.6% | -57.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling