-3.5%
BA vs SU
+360.6%
-364.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -2.4% |
| 7D | -1.2% | +1.6% | -2.7% | -1.5% |
| 30D | -11.3% | +10.7% | -22.1% | -13.4% |
| 3M | -3.8% | +13.5% | -17.3% | -7.0% |
| 6M | -8.3% | +21.8% | -30.1% | -14.0% |
| YTD | -4.9% | +58.8% | -63.8% | -17.7% |
| 1Y | -10.1% | +72.0% | -82.1% | -24.2% |
| 3Y | -2.3% | +121.7% | -124.0% | -24.6% |
| 5Y | -3.5% | +350.4% | -353.9% | -43.6% |
| All | -3.5% | +360.6% | -364.1% | -43.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling