+675.5%
BE vs BA
-49.0%
+724.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.6% | +12.5% | +12.2% |
| 7D | -1.2% | -1.7% | +0.5% | -0.2% |
| 30D | -30.9% | -9.5% | -21.4% | -27.5% |
| 3M | -11.6% | -26.5% | +14.9% | +4.4% |
| 6M | -25.7% | -27.4% | +1.7% | -11.9% |
| YTD | +123.1% | -20.6% | +143.7% | +148.9% |
| 1Y | +43.4% | -11.4% | +54.8% | +50.5% |
| 3Y | +1,683.6% | -10.8% | +1,694.5% | +1,697.4% |
| 5Y | +465.4% | -21.9% | +487.3% | +500.6% |
| All | +675.5% | -49.0% | +724.6% | +682.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling