-38.7%
NOW vs BA
-12.3%
-26.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.4% |
| 7D | -27.5% | +5.9% | -33.4% | -27.8% |
| 30D | -20.0% | -8.2% | -11.9% | -19.0% |
| 3M | -7.9% | -25.4% | +17.5% | -4.6% |
| 6M | +18.3% | -20.0% | +38.3% | +20.8% |
| YTD | -29.0% | -18.5% | -10.5% | -26.8% |
| 1Y | -38.7% | -10.6% | -28.1% | -37.3% |
| All | -38.7% | -12.3% | -26.4% | -37.3% |
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 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