+23.3%
BA vs TRI
+225.2%
-201.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | -1.1% | -2.9% | +1.8% | 0.0% |
| 30D | -7.1% | +3.7% | -10.8% | -8.9% |
| 3M | -25.5% | +3.7% | -29.3% | -27.6% |
| 6M | -28.7% | +35.1% | -63.8% | -39.9% |
| YTD | -21.0% | -14.0% | -7.0% | -18.0% |
| 1Y | -11.9% | -19.0% | +7.1% | -5.2% |
| 3Y | -16.2% | -12.0% | -4.2% | -20.0% |
| 5Y | -22.4% | +0.6% | -23.0% | -34.5% |
| All | +23.3% | +225.2% | -201.9% | -47.6% |
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