-10.6%
BA vs TGT
+86.7%
-97.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.6% | -3.5% | +1.6% |
| 7D | +5.9% | +9.5% | -3.6% | +5.1% |
| 30D | -8.2% | +6.6% | -14.8% | -8.7% |
| 3M | -25.4% | +11.0% | -36.3% | -26.3% |
| 6M | -20.0% | +29.9% | -49.9% | -22.1% |
| YTD | -18.5% | +71.4% | -89.9% | -24.2% |
| 1Y | -10.6% | +88.6% | -99.2% | -18.7% |
| All | -10.6% | +86.7% | -97.4% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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