-11.5%
BA vs SPOT
-1.8%
-9.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.6% |
| 7D | -1.7% | +2.5% | -4.3% | -1.8% |
| 30D | -9.5% | +15.1% | -24.6% | -9.7% |
| 3M | -26.5% | +24.8% | -51.2% | -26.6% |
| 6M | -27.4% | +45.8% | -73.2% | -27.8% |
| YTD | -20.6% | +4.9% | -25.5% | -17.8% |
| All | -11.5% | -1.8% | -9.8% | -6.8% |
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