+77.6%
V vs BA
-11.9%
+89.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.7% | -2.9% |
| 7D | +2.9% | -0.1% | +3.0% | +3.0% |
| 30D | +14.0% | -9.1% | +23.1% | +15.1% |
| 3M | +14.9% | -28.2% | +43.1% | +19.0% |
| 6M | +31.7% | -23.1% | +54.9% | +35.1% |
| YTD | +21.2% | -20.6% | +41.8% | +23.2% |
| 1Y | +25.3% | -12.7% | +38.0% | +25.4% |
| All | +77.6% | -11.9% | +89.5% | +69.6% |
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 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