+26.6%
BA vs XLI
+231.4%
-204.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | 0.0% | -1.5% | +1.6% | +1.8% |
| 30D | -8.9% | -0.3% | -8.6% | -9.1% |
| 3M | -25.5% | -8.4% | -17.2% | -16.2% |
| 6M | -27.0% | -2.1% | -24.9% | -25.4% |
| YTD | -20.1% | +9.6% | -29.8% | -31.2% |
| 1Y | -11.0% | +10.7% | -21.7% | -24.5% |
| 3Y | -11.8% | +71.6% | -83.4% | -61.6% |
| 5Y | -20.6% | +70.8% | -91.4% | -64.7% |
| 10Y | +26.6% | +228.0% | -201.3% | -73.7% |
| All | +26.6% | +231.4% | -204.8% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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