-1.8%
BA vs TGT
+48.2%
-50.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.6% | +0.8% |
| 7D | +1.2% | +0.8% | +0.4% | +1.0% |
| 30D | -11.6% | +12.2% | -23.8% | -13.9% |
| 3M | -2.4% | +33.8% | -36.2% | -8.6% |
| 6M | -6.6% | +39.3% | -45.9% | -13.6% |
| YTD | -2.2% | +72.9% | -75.1% | -14.2% |
| 1Y | -8.0% | +84.6% | -92.6% | -20.7% |
| All | -1.8% | +48.2% | -50.0% | -12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling