-11.0%
BA vs ON
+41.9%
-52.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.5% |
| 7D | 0.0% | -4.1% | +4.2% | +0.4% |
| 30D | -8.9% | -10.2% | +1.3% | -8.0% |
| 3M | -25.5% | -12.7% | -12.8% | -24.7% |
| 6M | -27.0% | -32.5% | +5.6% | -25.8% |
| YTD | -20.1% | +28.6% | -48.7% | -29.1% |
| 1Y | -11.0% | +43.4% | -54.4% | -22.8% |
| All | -11.0% | +41.9% | -52.9% | -22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling