+504.6%
NOW vs BA
+31.3%
+473.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | -3.1% | -1.7% | -1.3% | -2.6% |
| 30D | -27.0% | -9.5% | -17.6% | -25.4% |
| 3M | -17.7% | -26.5% | +8.8% | -11.0% |
| 6M | +12.7% | -27.4% | +40.1% | +21.7% |
| YTD | -32.9% | -20.6% | -12.3% | -29.7% |
| 1Y | -40.4% | -11.4% | -29.0% | -39.6% |
| 3Y | -17.1% | -10.8% | -6.3% | -18.7% |
| 5Y | -25.7% | -21.9% | -3.7% | -26.5% |
| 10Y | +504.6% | +28.1% | +476.5% | +490.8% |
| All | +504.6% | +31.3% | +473.3% | +490.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling