+31.8%
BA vs DRI
+367.2%
-335.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +1.1% |
| 7D | +1.1% | +2.8% | -1.7% | -0.5% |
| 30D | -7.9% | +13.3% | -21.2% | -14.3% |
| 3M | -25.3% | +8.2% | -33.5% | -29.1% |
| 6M | -24.6% | +17.5% | -42.1% | -32.1% |
| YTD | -20.1% | +26.9% | -47.0% | -31.7% |
| 1Y | -11.8% | +31.6% | -43.3% | -26.3% |
| 3Y | -10.1% | +67.0% | -77.1% | -37.5% |
| 5Y | -22.7% | +72.9% | -95.7% | -48.2% |
| All | +31.8% | +367.2% | -335.4% | -46.0% |
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