+18.9%
C vs BA
-12.8%
+31.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.5% | -2.5% | -4.4% |
| 7D | -5.3% | -0.1% | -5.2% | -5.2% |
| 30D | -7.3% | -9.1% | +1.8% | -5.3% |
| 3M | -13.5% | -28.2% | +14.7% | -5.9% |
| 6M | -6.5% | -23.1% | +16.6% | -0.7% |
| YTD | +3.6% | -20.6% | +24.2% | +7.7% |
| 1Y | +18.9% | -12.7% | +31.6% | +22.3% |
| All | +18.9% | -12.8% | +31.7% | +22.3% |
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