-20.6%
BA vs SU
+212.3%
-232.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | 0.0% | -10.2% | +10.2% | +2.4% |
| 30D | -8.9% | -6.2% | -2.7% | -7.7% |
| 3M | -25.5% | +8.7% | -34.2% | -27.1% |
| 6M | -27.0% | +7.2% | -34.2% | -28.7% |
| YTD | -20.1% | +55.9% | -76.1% | -30.8% |
| 1Y | -11.0% | +60.4% | -71.4% | -23.7% |
| 3Y | -11.8% | +125.2% | -137.0% | -32.7% |
| 5Y | -20.6% | +216.7% | -237.4% | -51.2% |
| All | -20.6% | +212.3% | -232.9% | -51.2% |
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