+1,163.5%
C vs BA
+1,890.7%
-727.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.7% |
| 7D | +3.6% | +1.2% | +2.5% | +3.0% |
| 30D | +0.1% | -11.6% | +11.7% | +6.5% |
| 3M | +2.4% | -2.4% | +4.8% | +3.0% |
| 6M | +24.9% | -6.6% | +31.6% | +27.4% |
| YTD | +19.8% | -2.2% | +22.0% | +19.0% |
| 1Y | +44.9% | -8.0% | +52.9% | +47.0% |
| 3Y | +263.0% | -5.0% | +268.0% | +244.4% |
| 5Y | +129.5% | -2.7% | +132.2% | +101.8% |
| 10Y | +291.6% | +75.9% | +215.7% | +113.6% |
| All | +1,163.5% | +1,890.7% | -727.2% | +100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling