+26.6%
BA vs TRI
+222.0%
-195.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.5% |
| 7D | 0.0% | -1.6% | +1.6% | +0.5% |
| 30D | -8.9% | +5.0% | -14.0% | -11.1% |
| 3M | -25.5% | +4.6% | -30.1% | -27.8% |
| 6M | -27.0% | +18.3% | -45.2% | -34.5% |
| YTD | -20.1% | -14.7% | -5.4% | -16.8% |
| 1Y | -11.0% | -16.7% | +5.7% | -6.1% |
| 3Y | -11.8% | -11.3% | -0.5% | -16.5% |
| 5Y | -20.6% | -0.6% | -20.1% | -32.6% |
| 10Y | +26.6% | +220.2% | -193.6% | -45.6% |
| All | +26.6% | +222.0% | -195.4% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling