+1,470.0%
BA vs SU
+60,633.1%
-59,163.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.6% |
| 7D | 0.0% | -10.2% | +10.2% | 0.0% |
| 30D | -8.9% | -6.2% | -2.7% | -8.9% |
| 3M | -25.5% | +8.7% | -34.2% | -25.5% |
| 6M | -27.0% | +7.2% | -34.2% | -27.0% |
| YTD | -20.1% | +55.9% | -76.1% | -20.2% |
| 1Y | -11.0% | +60.4% | -71.4% | -11.0% |
| 3Y | -11.8% | +125.2% | -137.0% | -11.9% |
| 5Y | -20.6% | +216.7% | -237.4% | -20.7% |
| 10Y | +26.6% | +223.9% | -197.3% | +26.5% |
| All | +1,470.0% | +60,633.1% | -59,163.2% | +1,511.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling