+4.4%
GOOGL vs BA
-12.3%
+16.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.1% | +1.0% | +2.8% |
| 7D | -11.1% | +5.9% | -17.0% | -12.0% |
| 30D | -16.6% | -8.2% | -8.5% | -15.1% |
| 3M | -23.4% | -25.4% | +1.9% | -18.0% |
| 6M | -24.5% | -20.0% | -4.5% | -20.8% |
| YTD | -7.5% | -18.5% | +11.0% | -5.0% |
| 1Y | +4.4% | -10.6% | +15.0% | +7.9% |
| All | +4.4% | -12.3% | +16.7% | +7.9% |
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