+108.3%
V vs BA
-24.6%
+132.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.9% | -1.1% | +2.0% | +1.1% |
| 30D | +9.0% | -7.1% | +16.1% | +10.4% |
| 3M | +16.7% | -25.5% | +42.3% | +23.1% |
| 6M | +33.4% | -28.7% | +62.1% | +41.5% |
| YTD | +22.4% | -21.0% | +43.4% | +26.3% |
| 1Y | +27.7% | -11.9% | +39.5% | +28.4% |
| 3Y | +78.0% | -16.2% | +94.1% | +75.5% |
| All | +108.3% | -24.6% | +132.9% | +113.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling