+26.8%
BA vs RSG
+452.5%
-425.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.2% |
| 7D | -1.4% | +1.6% | -3.0% | -2.5% |
| 30D | -7.9% | +13.5% | -21.4% | -15.4% |
| 3M | -25.2% | +16.3% | -41.5% | -32.5% |
| 6M | -26.7% | +26.9% | -53.6% | -38.7% |
| YTD | -19.6% | +19.1% | -38.7% | -30.2% |
| 1Y | -10.6% | +21.8% | -32.4% | -23.9% |
| 3Y | -11.2% | +63.5% | -74.7% | -43.1% |
| 5Y | -20.4% | +98.6% | -119.1% | -58.3% |
| 10Y | +26.8% | +444.4% | -417.7% | -68.0% |
| All | +26.8% | +452.5% | -425.8% | -68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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