+16,095.7%
MA vs BA
+198.2%
+15,897.5%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.1% | +1.8% | +3.1% |
| 7D | +10.2% | +5.9% | +4.3% | +7.9% |
| 30D | +19.3% | -8.2% | +27.5% | +22.9% |
| 3M | +18.0% | -25.4% | +43.3% | +31.1% |
| 6M | +33.7% | -20.0% | +53.7% | +43.4% |
| YTD | +18.6% | -18.5% | +37.1% | +24.8% |
| 1Y | +22.5% | -10.6% | +33.1% | +23.9% |
| 3Y | +77.4% | -9.3% | +86.6% | +69.0% |
| 5Y | +106.6% | -16.9% | +123.5% | +94.9% |
| 10Y | +592.2% | +37.9% | +554.3% | +308.1% |
| All | +16,095.7% | +198.2% | +15,897.5% | +5,526.3% |
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 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