+3,309.9%
V vs BA
+204.3%
+3,105.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.7% | -2.4% |
| 7D | +2.9% | -0.1% | +3.0% | +3.0% |
| 30D | +14.0% | -9.1% | +23.1% | +17.3% |
| 3M | +14.9% | -28.2% | +43.1% | +27.3% |
| 6M | +31.7% | -23.1% | +54.9% | +41.6% |
| YTD | +21.2% | -20.6% | +41.8% | +27.7% |
| 1Y | +25.3% | -12.7% | +38.0% | +27.5% |
| 3Y | +77.5% | -11.6% | +89.0% | +71.8% |
| 5Y | +102.6% | -23.1% | +125.7% | +97.7% |
| 10Y | +464.3% | +34.4% | +430.0% | +253.9% |
| All | +3,309.9% | +204.3% | +3,105.6% | +1,213.3% |
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