+28.1%
BA vs PSX
+363.6%
-335.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.0% | -3.6% | -2.1% |
| 7D | -1.7% | -8.0% | +6.3% | +2.3% |
| 30D | -9.5% | -9.0% | -0.4% | -5.3% |
| 3M | -26.5% | +24.7% | -51.2% | -35.0% |
| 6M | -27.4% | +49.3% | -76.7% | -42.4% |
| YTD | -20.6% | +100.2% | -120.8% | -47.8% |
| 1Y | -11.4% | +88.8% | -100.3% | -40.1% |
| 3Y | -10.8% | +152.5% | -163.3% | -51.9% |
| 5Y | -21.9% | +283.2% | -305.1% | -70.2% |
| 10Y | +28.1% | +345.8% | -317.7% | -59.5% |
| All | +28.1% | +363.6% | -335.4% | -59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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