-10.6%
BA vs ON
+51.6%
-62.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.8% | -5.1% | +0.1% |
| 7D | -1.4% | +3.3% | -4.7% | -1.8% |
| 30D | -7.9% | -3.1% | -4.8% | -7.8% |
| 3M | -25.2% | -9.2% | -15.9% | -24.7% |
| 6M | -26.7% | -31.4% | +4.6% | -25.5% |
| YTD | -19.6% | +36.0% | -55.6% | -29.1% |
| 1Y | -10.6% | +52.0% | -62.6% | -23.0% |
| All | -10.6% | +51.6% | -62.2% | -23.0% |
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