+72.3%
BA vs SRE
+121.7%
-49.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -1.7% |
| 7D | +2.5% | +1.4% | +1.0% | +1.6% |
| 30D | -10.1% | +1.9% | -12.0% | -11.5% |
| 3M | -2.4% | -3.3% | +0.9% | -1.1% |
| 6M | -8.8% | -6.4% | -2.4% | -6.2% |
| YTD | -2.9% | -1.8% | -1.1% | -3.5% |
| 1Y | -8.8% | +10.7% | -19.5% | -16.2% |
| 3Y | -0.3% | +31.8% | -32.0% | -23.7% |
| 5Y | -0.3% | +49.2% | -49.5% | -32.4% |
| 10Y | +72.3% | +118.5% | -46.2% | +5.7% |
| All | +72.3% | +121.7% | -49.3% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SRE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling