-16.3%
NOW vs BA
-11.5%
-4.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | -3.0% | +1.1% | -4.1% | -3.2% |
| 30D | -26.0% | -7.9% | -18.1% | -24.8% |
| 3M | -13.1% | -25.3% | +12.2% | -7.4% |
| 6M | +14.5% | -24.6% | +39.1% | +21.2% |
| YTD | -33.4% | -20.1% | -13.3% | -30.8% |
| 1Y | -40.6% | -11.8% | -28.9% | -40.1% |
| 3Y | -16.3% | -10.1% | -6.2% | -24.1% |
| All | -16.3% | -11.5% | -4.8% | -24.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling