-11.9%
BA vs TE
-49.1%
+37.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.0% | +3.0% | +0.1% |
| 7D | -1.1% | -19.1% | +18.0% | 0.0% |
| 30D | -7.1% | -34.1% | +27.0% | -5.0% |
| 3M | -25.5% | -60.1% | +34.6% | -21.5% |
| 6M | -28.7% | -66.0% | +37.2% | -25.6% |
| YTD | -21.0% | -71.4% | +50.4% | -18.0% |
| 1Y | -11.9% | -45.3% | +33.4% | -12.8% |
| All | -11.9% | -49.1% | +37.2% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 1y: compounded portfolio wealth divided by compounded TE 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…
1y analysis · Full analysis span regression · 6 months rolling