-1.8%
BA vs TRV
+141.7%
-143.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.2% | +1.1% |
| 7D | +1.2% | -0.1% | +1.3% | +1.2% |
| 30D | -11.6% | -3.4% | -8.2% | -11.1% |
| 3M | -2.4% | +26.4% | -28.8% | -6.7% |
| 6M | -6.6% | +19.3% | -25.9% | -9.8% |
| YTD | -2.2% | +28.3% | -30.6% | -6.9% |
| 1Y | -8.0% | +34.3% | -42.3% | -13.4% |
| All | -1.8% | +141.7% | -143.5% | -12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling