-0.9%
BA vs SPOT
+107.9%
-108.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.2% | +4.0% | +1.6% |
| 7D | +1.2% | -0.9% | +2.1% | +1.4% |
| 30D | -11.6% | +12.5% | -24.1% | -14.3% |
| 3M | -2.4% | +9.9% | -12.3% | -5.1% |
| 6M | -6.6% | +1.6% | -8.2% | -8.1% |
| YTD | -2.2% | -6.6% | +4.3% | -2.5% |
| 1Y | -8.0% | -22.9% | +14.9% | -3.4% |
| 3Y | -5.0% | +244.3% | -249.3% | -39.3% |
| All | -0.9% | +107.9% | -108.8% | -33.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling