-40.6%
NOW vs BA
-12.5%
-28.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.4% |
| 7D | -3.0% | +1.1% | -4.1% | -3.0% |
| 30D | -26.0% | -7.9% | -18.1% | -25.1% |
| 3M | -13.1% | -25.3% | +12.2% | -10.1% |
| 6M | +14.5% | -24.6% | +39.1% | +17.6% |
| YTD | -33.4% | -20.1% | -13.3% | -31.3% |
| 1Y | -40.6% | -11.8% | -28.9% | -39.1% |
| All | -40.6% | -12.5% | -28.2% | -39.1% |
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