-1.8%
BA vs SPXU
-81.1%
+79.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.4% | +1.3% |
| 7D | +1.2% | -0.1% | +1.3% | +1.2% |
| 30D | -11.6% | +0.8% | -12.5% | -11.2% |
| 3M | -2.4% | -4.7% | +2.3% | -3.0% |
| 6M | -6.6% | -29.6% | +23.0% | -15.7% |
| YTD | -2.2% | -29.9% | +27.6% | -11.6% |
| 1Y | -8.0% | -39.1% | +31.1% | -20.1% |
| All | -1.8% | -81.1% | +79.3% | -35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling