+223.5%
C vs BA
+33.2%
+190.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.3% |
| 7D | -2.4% | +1.1% | -3.5% | -2.8% |
| 30D | -6.0% | -7.9% | +1.9% | -2.9% |
| 3M | -10.5% | -25.3% | +14.8% | +1.1% |
| 6M | -5.7% | -24.6% | +18.9% | +5.3% |
| YTD | +4.1% | -20.1% | +24.3% | +12.5% |
| 1Y | +20.5% | -11.8% | +32.2% | +23.9% |
| 3Y | +208.1% | -10.1% | +218.2% | +199.7% |
| 5Y | +110.4% | -22.7% | +133.2% | +109.0% |
| All | +223.5% | +33.2% | +190.3% | +117.0% |
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