-11.9%
BA vs TRI
-17.3%
+5.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | -1.1% | -2.9% | +1.8% | -1.0% |
| 30D | -7.1% | +3.7% | -10.8% | -6.9% |
| 3M | -25.5% | +3.7% | -29.3% | -25.4% |
| 6M | -28.7% | +35.1% | -63.8% | -28.1% |
| YTD | -21.0% | -14.0% | -7.0% | -18.4% |
| 1Y | -11.9% | -19.0% | +7.1% | -6.6% |
| All | -11.9% | -17.3% | +5.4% | -6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling