+26.6%
BA vs SPXU
-99.5%
+126.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.6% | +1.1% |
| 7D | 0.0% | +0.5% | -0.5% | +0.7% |
| 30D | -8.9% | +10.9% | -19.8% | -4.0% |
| 3M | -25.5% | +9.6% | -35.1% | -21.6% |
| 6M | -27.0% | -4.7% | -22.3% | -26.9% |
| YTD | -20.1% | -24.6% | +4.4% | -26.9% |
| 1Y | -11.0% | -24.7% | +13.7% | -18.3% |
| 3Y | -11.8% | -80.0% | +68.2% | -50.8% |
| 5Y | -20.6% | -83.5% | +62.8% | -49.0% |
| 10Y | +26.6% | -99.5% | +126.1% | -69.2% |
| All | +26.6% | -99.5% | +126.1% | -69.2% |
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