-23.1%
BA vs ROIV
+369.5%
-392.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.2% | +1.7% | -2.0% |
| 7D | -0.1% | -2.4% | +2.3% | +0.2% |
| 30D | -9.1% | +3.1% | -12.2% | -9.6% |
| 3M | -28.2% | +5.8% | -34.0% | -29.1% |
| 6M | -23.1% | +29.3% | -52.4% | -26.3% |
| YTD | -20.6% | +68.8% | -89.3% | -26.8% |
| 1Y | -12.7% | +81.0% | -93.7% | -20.4% |
| 3Y | -11.6% | +294.6% | -306.2% | -27.9% |
| 5Y | -23.1% | +373.1% | -396.3% | -47.0% |
| All | -23.1% | +369.5% | -392.6% | -47.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling