+26.6%
BA vs SIRI
-5.0%
+31.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +1.0% |
| 7D | 0.0% | +5.5% | -5.5% | -1.7% |
| 30D | -8.9% | +22.6% | -31.5% | -14.8% |
| 3M | -25.5% | +12.9% | -38.5% | -28.6% |
| 6M | -27.0% | +22.3% | -49.2% | -31.9% |
| YTD | -20.1% | +67.8% | -87.9% | -33.3% |
| 1Y | -11.0% | +54.6% | -65.6% | -23.7% |
| 3Y | -11.8% | -21.4% | +9.6% | -11.0% |
| 5Y | -20.6% | -39.2% | +18.6% | -18.2% |
| 10Y | +26.6% | -5.2% | +31.8% | +11.5% |
| All | +26.6% | -5.0% | +31.6% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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