+2.8%
DIS vs BA
-12.4%
+15.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.9% |
| 7D | +0.9% | -0.6% | +1.4% | +0.9% |
| 30D | +8.9% | -8.0% | +16.9% | +9.9% |
| 3M | +14.5% | -25.8% | +40.3% | +19.5% |
| 6M | +12.2% | -27.6% | +39.8% | +16.8% |
| YTD | +4.7% | -21.0% | +25.7% | +7.2% |
| 1Y | +2.8% | -12.3% | +15.1% | +5.0% |
| All | +2.8% | -12.4% | +15.2% | +5.0% |
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 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