-4.6%
BA vs ROIV
+200.3%
-205.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.6% |
| 7D | +1.2% | +0.6% | +0.5% | +1.0% |
| 30D | -11.6% | +1.0% | -12.6% | -11.9% |
| 3M | -2.4% | +18.3% | -20.7% | -5.4% |
| 6M | -6.6% | +18.3% | -25.0% | -9.8% |
| YTD | -2.2% | +61.0% | -63.2% | -10.3% |
| 1Y | -8.0% | +177.9% | -185.9% | -23.5% |
| All | -4.6% | +200.3% | -205.0% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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