+625.3%
BA vs TRI
+561.6%
+63.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.4% | +6.3% | +3.3% |
| 7D | +1.2% | -0.5% | +1.7% | +1.2% |
| 30D | -11.6% | +7.9% | -19.5% | -15.2% |
| 3M | -2.4% | +24.1% | -26.4% | -13.9% |
| 6M | -6.6% | +3.8% | -10.5% | -12.3% |
| YTD | -2.2% | -16.9% | +14.6% | +0.4% |
| 1Y | -8.0% | -38.4% | +30.4% | +10.0% |
| 3Y | -5.0% | -12.2% | +7.2% | -8.5% |
| 5Y | -2.7% | -1.8% | -0.9% | -12.8% |
| 10Y | +75.9% | +207.6% | -131.7% | -12.0% |
| All | +625.3% | +561.6% | +63.7% | +105.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling