+23.3%
BA vs ON
+533.9%
-510.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.6% | +3.6% | +1.2% |
| 7D | -1.1% | +12.2% | -13.3% | -5.2% |
| 30D | -7.1% | -3.1% | -4.0% | -7.1% |
| 3M | -25.5% | -12.9% | -12.7% | -23.3% |
| 6M | -28.7% | -38.6% | +9.9% | -20.5% |
| YTD | -21.0% | +31.2% | -52.2% | -35.0% |
| 1Y | -11.9% | +47.6% | -59.5% | -30.9% |
| 3Y | -16.2% | +6.6% | -22.8% | -32.7% |
| 5Y | -22.4% | +21.3% | -43.6% | -47.8% |
| All | +23.3% | +533.9% | -510.6% | -58.4% |
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