+28.1%
BA vs SPXS
-99.5%
+127.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.0% | +6.4% | -3.8% |
| 7D | -1.7% | -1.5% | -0.2% | -1.9% |
| 30D | -9.5% | +9.6% | -19.1% | -5.0% |
| 3M | -26.5% | +8.5% | -34.9% | -23.0% |
| 6M | -27.4% | -5.8% | -21.6% | -27.7% |
| YTD | -20.6% | -25.4% | +4.8% | -27.7% |
| 1Y | -11.4% | -28.8% | +17.4% | -20.7% |
| 3Y | -10.8% | -80.9% | +70.1% | -51.1% |
| 5Y | -21.9% | -83.1% | +61.2% | -49.1% |
| 10Y | +28.1% | -99.5% | +127.6% | -68.6% |
| All | +28.1% | -99.5% | +127.7% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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