+1,594.6%
T vs BA
+1,517.9%
+76.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | +0.5% |
| 7D | +4.3% | -0.1% | +4.4% | +4.3% |
| 30D | -9.7% | -9.1% | -0.5% | -8.1% |
| 3M | -4.3% | -28.2% | +23.9% | +2.2% |
| 6M | -13.7% | -23.1% | +9.5% | -9.6% |
| YTD | -8.0% | -20.6% | +12.6% | -4.9% |
| 1Y | -6.9% | -12.7% | +5.8% | -6.0% |
| 3Y | +59.7% | -11.6% | +71.3% | +55.7% |
| 5Y | +53.4% | -23.1% | +76.6% | +49.7% |
| 10Y | +58.2% | +34.4% | +23.9% | +20.7% |
| All | +1,594.6% | +1,517.9% | +76.7% | +462.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling