-42.2%
BA vs DOW
-15.8%
-26.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.9% | +2.3% |
| 7D | +1.2% | -2.4% | +3.5% | +2.3% |
| 30D | -11.6% | +0.4% | -12.0% | -12.3% |
| 3M | -2.4% | -14.4% | +12.0% | +3.8% |
| 6M | -6.6% | -7.0% | +0.3% | -8.9% |
| YTD | -2.2% | +30.2% | -32.4% | -22.8% |
| 1Y | -8.0% | +29.2% | -37.2% | -28.6% |
| 3Y | -5.0% | -36.7% | +31.7% | +9.7% |
| 5Y | -2.7% | -37.7% | +35.0% | +11.3% |
| All | -42.2% | -15.8% | -26.4% | -56.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling