+11.2%
NOW vs BA
-22.7%
+33.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.5% | -3.4% | -5.8% |
| 7D | -6.7% | -0.1% | -6.6% | -6.6% |
| 30D | -25.8% | -9.1% | -16.7% | -24.3% |
| 3M | -12.7% | -28.2% | +15.5% | -8.7% |
| 6M | +11.2% | -23.1% | +34.4% | +17.1% |
| All | +11.2% | -22.7% | +33.9% | +17.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling