+31.8%
BA vs ON
+461.8%
-430.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | +1.1% | -11.7% | +12.7% | +5.1% |
| 30D | -7.9% | -23.3% | +15.3% | -0.1% |
| 3M | -25.3% | -19.2% | -6.1% | -21.0% |
| 6M | -24.6% | -40.1% | +15.6% | -15.4% |
| YTD | -20.1% | +16.9% | -37.1% | -31.4% |
| 1Y | -11.8% | +29.7% | -41.5% | -27.5% |
| 3Y | -10.1% | -4.4% | -5.7% | -25.0% |
| 5Y | -22.7% | +7.1% | -29.8% | -45.5% |
| All | +31.8% | +461.8% | -430.0% | -53.2% |
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