+23.3%
BA vs SU
+242.3%
-219.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.4% |
| 7D | -1.1% | +1.7% | -2.8% | -1.9% |
| 30D | -7.1% | -7.9% | +0.7% | -3.7% |
| 3M | -25.5% | +7.5% | -33.1% | -28.5% |
| 6M | -28.7% | +7.2% | -35.9% | -32.5% |
| YTD | -21.0% | +60.9% | -81.9% | -39.8% |
| 1Y | -11.9% | +63.6% | -75.5% | -33.6% |
| 3Y | -16.2% | +128.9% | -145.0% | -48.6% |
| 5Y | -22.4% | +228.3% | -250.7% | -64.4% |
| All | +23.3% | +242.3% | -219.0% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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