+23.4%
BA vs TRU
+182.8%
-159.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.1% |
| 7D | -0.6% | -2.2% | +1.6% | +0.4% |
| 30D | -8.0% | +20.2% | -28.2% | -16.1% |
| 3M | -25.8% | +2.2% | -28.0% | -27.4% |
| 6M | -27.6% | +17.6% | -45.2% | -34.4% |
| YTD | -21.0% | -5.0% | -16.0% | -22.3% |
| 1Y | -12.3% | -1.0% | -11.3% | -15.8% |
| 3Y | -12.8% | +56.5% | -69.3% | -40.6% |
| 5Y | -22.4% | -26.2% | +3.9% | -18.8% |
| All | +23.4% | +182.8% | -159.4% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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