+1,507.2%
SOXX vs BA
+75.4%
+1,431.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -2.0% | -2.4% |
| 7D | +3.0% | -2.7% | +5.7% | +4.1% |
| 30D | -3.1% | -12.2% | +9.1% | +1.6% |
| 3M | -4.4% | -2.0% | -2.4% | -4.0% |
| 6M | +52.9% | -6.0% | +58.8% | +55.5% |
| YTD | +72.0% | -5.7% | +77.7% | +74.2% |
| 1Y | +105.1% | -10.0% | +115.1% | +110.5% |
| 3Y | +220.6% | -3.1% | +223.7% | +211.3% |
| 5Y | +244.8% | -2.6% | +247.4% | +224.8% |
| All | +1,507.2% | +75.4% | +1,431.7% | +1,152.0% |
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