+28.1%
BA vs DRI
+370.8%
-342.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -1.4% |
| 7D | -1.7% | +3.1% | -4.8% | -3.5% |
| 30D | -9.5% | +16.2% | -25.7% | -17.0% |
| 3M | -26.5% | +8.4% | -34.8% | -30.2% |
| 6M | -27.4% | +19.0% | -46.4% | -35.0% |
| YTD | -20.6% | +28.8% | -49.4% | -32.7% |
| 1Y | -11.4% | +33.1% | -44.6% | -26.5% |
| 3Y | -10.8% | +70.8% | -81.6% | -38.8% |
| 5Y | -21.9% | +74.2% | -96.2% | -47.8% |
| 10Y | +28.1% | +345.5% | -317.4% | -46.6% |
| All | +28.1% | +370.8% | -342.6% | -46.6% |
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