-0.9%
BA vs PWR
+443.9%
-444.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.6% |
| 7D | +1.2% | +3.6% | -2.4% | 0.0% |
| 30D | -11.6% | -8.6% | -3.1% | -9.2% |
| 3M | -2.4% | -13.2% | +10.8% | +1.2% |
| 6M | -6.6% | +9.9% | -16.5% | -11.8% |
| YTD | -2.2% | +48.0% | -50.3% | -17.5% |
| 1Y | -8.0% | +66.2% | -74.2% | -26.2% |
| 3Y | -5.0% | +195.1% | -200.1% | -42.3% |
| All | -0.9% | +443.9% | -444.8% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 5y: compounded portfolio wealth divided by compounded PWR 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…
5y analysis · Full analysis span regression · 6 months rolling