+73.9%
BA vs ON
+582.4%
-508.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.5% |
| 7D | +1.2% | +2.4% | -1.3% | +0.3% |
| 30D | -11.6% | -3.3% | -8.3% | -10.8% |
| 3M | -2.4% | -43.6% | +41.2% | +15.1% |
| 6M | -6.6% | +19.0% | -25.6% | -18.2% |
| YTD | -2.2% | +37.4% | -39.6% | -19.4% |
| 1Y | -8.0% | +54.8% | -62.8% | -28.4% |
| 3Y | -5.0% | -25.2% | +20.2% | -11.5% |
| 5Y | -2.7% | +62.7% | -65.4% | -42.0% |
| All | +73.9% | +582.4% | -508.5% | -42.8% |
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