-10.1%
BA vs PSX
+131.4%
-141.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.1% | +0.6% |
| 7D | +1.1% | -13.1% | +14.2% | +3.2% |
| 30D | -7.9% | -9.5% | +1.6% | -6.5% |
| 3M | -25.3% | +20.2% | -45.5% | -27.3% |
| 6M | -24.6% | +44.9% | -69.5% | -29.4% |
| YTD | -20.1% | +94.4% | -114.5% | -32.3% |
| 1Y | -11.8% | +83.1% | -94.8% | -24.0% |
| 3Y | -10.1% | +132.2% | -142.3% | -33.1% |
| All | -10.1% | +131.4% | -141.5% | -33.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling