+27.2%
BAC vs BA
-8.9%
+36.1%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | +1.1% | +1.2% | -0.1% | +0.9% |
| 30D | -0.4% | -11.6% | +11.2% | +1.3% |
| 3M | +16.9% | -2.4% | +19.3% | +17.2% |
| 6M | +26.6% | -6.6% | +33.2% | +26.2% |
| YTD | +15.8% | -2.2% | +18.0% | +14.7% |
| 1Y | +27.2% | -8.0% | +35.2% | +25.4% |
| All | +27.2% | -8.9% | +36.1% | +25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling