+23.3%
BA vs DRI
+331.7%
-308.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.2% |
| 7D | -1.1% | +1.1% | -2.2% | -1.7% |
| 30D | -7.1% | +9.7% | -16.8% | -12.0% |
| 3M | -25.5% | +3.2% | -28.7% | -27.3% |
| 6M | -28.7% | +20.6% | -49.3% | -36.7% |
| YTD | -21.0% | +28.3% | -49.3% | -32.8% |
| 1Y | -11.9% | +34.5% | -46.4% | -27.2% |
| 3Y | -16.2% | +66.5% | -82.7% | -41.6% |
| 5Y | -22.4% | +79.6% | -102.0% | -49.1% |
| All | +23.3% | +331.7% | -308.4% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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