+1,376.8%
BAC vs BA
+1,890.7%
-513.9%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.4% |
| 7D | +1.1% | +1.2% | -0.1% | +0.6% |
| 30D | -0.4% | -11.6% | +11.2% | +5.2% |
| 3M | +16.9% | -2.4% | +19.3% | +17.3% |
| 6M | +26.6% | -6.6% | +33.2% | +28.4% |
| YTD | +15.8% | -2.2% | +18.0% | +14.7% |
| 1Y | +27.2% | -8.0% | +35.2% | +28.3% |
| 3Y | +132.4% | -5.0% | +137.4% | +120.3% |
| 5Y | +72.6% | -2.7% | +75.3% | +53.3% |
| 10Y | +389.7% | +75.9% | +313.9% | +174.8% |
| All | +1,376.8% | +1,890.7% | -513.9% | +203.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded BA 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling