+73.9%
BA vs RUN
+43.6%
+30.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.3% | +0.9% |
| 7D | +1.2% | +1.3% | -0.1% | +0.9% |
| 30D | -11.6% | -15.3% | +3.6% | -9.5% |
| 3M | -2.4% | -40.0% | +37.6% | +5.1% |
| 6M | -6.6% | -27.0% | +20.3% | -3.1% |
| YTD | -2.2% | -51.7% | +49.4% | +6.0% |
| 1Y | -8.0% | -45.9% | +37.9% | -3.5% |
| 3Y | -5.0% | -43.8% | +38.8% | -18.9% |
| 5Y | -2.7% | -80.5% | +77.8% | -6.7% |
| All | +73.9% | +43.6% | +30.3% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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