-52.5%
BA vs DOW
-6.9%
-45.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.4% | -2.7% | -0.9% |
| 7D | -1.4% | -0.5% | -0.9% | -1.2% |
| 30D | -7.9% | +15.7% | -23.6% | -14.6% |
| 3M | -25.2% | +5.3% | -30.5% | -27.7% |
| 6M | -26.7% | -14.2% | -12.5% | -22.7% |
| YTD | -19.6% | +43.9% | -63.5% | -39.9% |
| 1Y | -10.6% | +53.1% | -63.6% | -36.1% |
| 3Y | -11.2% | -21.8% | +10.6% | -10.2% |
| 5Y | -20.4% | -28.3% | +7.9% | -15.9% |
| All | -52.5% | -6.9% | -45.5% | -65.9% |
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