+72.3%
BA vs TRV
+282.1%
-209.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.1% |
| 7D | +2.5% | +0.5% | +2.0% | +2.1% |
| 30D | -10.1% | -4.9% | -5.3% | -7.2% |
| 3M | -2.4% | +23.7% | -26.1% | -16.4% |
| 6M | -8.8% | +20.3% | -29.1% | -20.6% |
| YTD | -2.9% | +27.1% | -30.0% | -19.0% |
| 1Y | -8.8% | +35.3% | -44.1% | -27.6% |
| 3Y | -0.3% | +139.8% | -140.1% | -51.8% |
| 5Y | -0.3% | +153.9% | -154.2% | -55.8% |
| 10Y | +72.3% | +285.9% | -213.5% | -43.3% |
| All | +72.3% | +282.1% | -209.8% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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