+28.1%
BA vs ON
+527.7%
-499.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +9.2% | -9.7% | -3.7% |
| 7D | -1.7% | -1.4% | -0.3% | -1.7% |
| 30D | -9.5% | -10.9% | +1.4% | -6.8% |
| 3M | -26.5% | -14.9% | -11.6% | -23.7% |
| 6M | -27.4% | -33.0% | +5.7% | -21.7% |
| YTD | -20.6% | +27.6% | -48.2% | -34.0% |
| 1Y | -11.4% | +44.5% | -55.9% | -30.0% |
| 3Y | -10.8% | +7.4% | -18.2% | -28.8% |
| 5Y | -21.9% | +18.7% | -40.7% | -47.1% |
| 10Y | +28.1% | +516.0% | -487.8% | -55.9% |
| All | +28.1% | +527.7% | -499.6% | -55.9% |
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