+13,444.1%
GOOG vs BA
+499.9%
+12,944.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.9% | -1.3% |
| 7D | -2.1% | +1.2% | -3.3% | -2.5% |
| 30D | -6.8% | -11.6% | +4.8% | -3.1% |
| 3M | -9.1% | -2.4% | -6.7% | -8.7% |
| 6M | +10.7% | -6.6% | +17.3% | +12.4% |
| YTD | +7.1% | -2.2% | +9.3% | +6.9% |
| 1Y | +44.6% | -8.0% | +52.6% | +46.3% |
| 3Y | +147.4% | -5.0% | +152.4% | +138.5% |
| 5Y | +133.8% | -2.7% | +136.5% | +116.0% |
| 10Y | +777.5% | +75.9% | +701.6% | +434.5% |
| All | +13,444.1% | +499.9% | +12,944.2% | +4,615.5% |
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