+72.3%
BA vs DE
+849.6%
-777.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | +0.4% |
| 7D | +2.5% | +0.7% | +1.8% | +2.0% |
| 30D | -10.1% | +9.6% | -19.8% | -15.8% |
| 3M | -2.4% | +19.0% | -21.4% | -13.7% |
| 6M | -8.8% | +16.1% | -24.9% | -18.8% |
| YTD | -2.9% | +47.0% | -50.0% | -27.7% |
| 1Y | -8.8% | +43.1% | -51.9% | -31.3% |
| 3Y | -0.3% | +77.5% | -77.8% | -38.4% |
| 5Y | -0.3% | +96.4% | -96.7% | -46.5% |
| 10Y | +72.3% | +852.9% | -780.5% | -65.4% |
| All | +72.3% | +849.6% | -777.3% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded DE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling