-22.1%
BA vs TRI
+5.0%
-27.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.7% | +5.2% | +1.4% |
| 7D | +1.1% | -4.8% | +5.9% | +1.9% |
| 30D | -7.9% | +13.4% | -21.3% | -10.2% |
| 3M | -25.3% | +13.1% | -38.5% | -27.4% |
| 6M | -24.6% | +24.4% | -49.0% | -28.9% |
| YTD | -20.1% | -11.4% | -8.7% | -15.8% |
| 1Y | -11.8% | -15.6% | +3.8% | -5.1% |
| 3Y | -10.1% | -6.5% | -3.7% | -14.8% |
| All | -22.1% | +5.0% | -27.1% | -36.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling