+78.2%
BA vs SIRI
-13.4%
+91.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -0.5% |
| 7D | +2.5% | +4.3% | -1.8% | +1.0% |
| 30D | -10.1% | -2.8% | -7.3% | -9.4% |
| 3M | -2.4% | +5.9% | -8.3% | -4.5% |
| 6M | -8.8% | +31.9% | -40.8% | -17.1% |
| YTD | -2.9% | +48.7% | -51.6% | -15.6% |
| 1Y | -8.8% | +23.2% | -32.0% | -16.2% |
| 3Y | -0.3% | -23.9% | +23.6% | -0.8% |
| 5Y | -0.3% | -43.4% | +43.1% | +3.0% |
| All | +78.2% | -13.4% | +91.6% | +48.5% |
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