-45.9%
BA vs SPOT
+269.3%
-315.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.6% |
| 7D | -1.1% | +1.6% | -2.7% | -1.5% |
| 30D | -7.1% | +16.9% | -24.0% | -10.6% |
| 3M | -25.5% | +23.0% | -48.5% | -29.3% |
| 6M | -28.7% | +42.2% | -70.9% | -35.1% |
| YTD | -21.0% | +5.5% | -26.5% | -23.8% |
| 1Y | -11.9% | -5.1% | -6.8% | -12.8% |
| 3Y | -16.2% | +257.9% | -274.1% | -42.7% |
| 5Y | -22.4% | +118.4% | -140.7% | -45.0% |
| All | -45.9% | +269.3% | -315.1% | -70.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling