-53.1%
BA vs DOW
-11.5%
-41.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | +0.1% |
| 7D | -1.7% | -9.4% | +7.7% | +3.0% |
| 30D | -9.5% | +8.9% | -18.4% | -13.5% |
| 3M | -26.5% | +6.7% | -33.2% | -29.6% |
| 6M | -27.4% | -14.2% | -13.2% | -23.6% |
| YTD | -20.6% | +36.9% | -57.5% | -39.2% |
| 1Y | -11.4% | +45.8% | -57.2% | -35.2% |
| 3Y | -10.8% | -23.9% | +13.1% | -9.0% |
| 5Y | -21.9% | -30.8% | +8.8% | -16.4% |
| All | -53.1% | -11.5% | -41.6% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 10y: compounded portfolio wealth divided by compounded DOW 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…
10y analysis · Full analysis span regression · 6 months rolling