+23.3%
BA vs SPXU
-99.5%
+122.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | +0.5% |
| 7D | -1.1% | -7.6% | +6.5% | -4.5% |
| 30D | -7.1% | +5.3% | -12.5% | -4.4% |
| 3M | -25.5% | +9.6% | -35.2% | -21.6% |
| 6M | -28.7% | -4.5% | -24.2% | -28.6% |
| YTD | -21.0% | -25.9% | +4.9% | -28.3% |
| 1Y | -11.9% | -28.9% | +17.0% | -21.2% |
| 3Y | -16.2% | -80.5% | +64.3% | -53.7% |
| 5Y | -22.4% | -83.4% | +61.0% | -49.9% |
| All | +23.3% | -99.5% | +122.8% | -70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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