-10.8%
BA vs SPOT
+255.8%
-266.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.7% |
| 7D | -1.7% | +2.5% | -4.3% | -2.1% |
| 30D | -9.5% | +15.1% | -24.6% | -11.2% |
| 3M | -26.5% | +24.8% | -51.2% | -28.8% |
| 6M | -27.4% | +45.8% | -73.2% | -31.6% |
| YTD | -20.6% | +4.9% | -25.5% | -21.2% |
| 1Y | -11.4% | -1.3% | -10.2% | -11.0% |
| 3Y | -10.8% | +257.7% | -268.5% | -18.4% |
| All | -10.8% | +255.8% | -266.6% | -18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling