-10.6%
BA vs SPOT
+0.4%
-11.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.5% | +2.0% |
| 7D | +5.9% | +16.6% | -10.7% | +5.4% |
| 30D | -8.2% | +29.9% | -38.1% | -8.7% |
| 3M | -25.4% | +31.3% | -56.6% | -25.6% |
| 6M | -20.0% | +43.2% | -63.2% | -20.4% |
| YTD | -18.5% | +8.1% | -26.6% | -15.8% |
| 1Y | -10.6% | -0.3% | -10.3% | -4.0% |
| All | -10.6% | +0.4% | -11.0% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 1y: compounded portfolio wealth divided by compounded SPOT 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…
1y analysis · Full analysis span regression · 6 months rolling