+135.1%
BAC vs BA
-4.9%
+139.9%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.3% |
| 7D | +1.1% | +1.2% | -0.1% | +0.8% |
| 30D | -0.4% | -11.6% | +11.2% | +2.5% |
| 3M | +16.9% | -2.4% | +19.3% | +17.2% |
| 6M | +26.6% | -6.6% | +33.2% | +27.7% |
| YTD | +15.8% | -2.2% | +18.0% | +15.2% |
| 1Y | +27.2% | -8.0% | +35.2% | +28.2% |
| All | +135.1% | -4.9% | +139.9% | +110.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling