+73.5%
BA vs DRI
+361.6%
-288.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.4% | +1.1% |
| 7D | +1.2% | +0.6% | +0.6% | +0.8% |
| 30D | -11.6% | +3.8% | -15.5% | -13.8% |
| 3M | -2.4% | +13.0% | -15.4% | -9.5% |
| 6M | -6.6% | +8.3% | -14.9% | -11.7% |
| YTD | -2.2% | +20.6% | -22.9% | -13.6% |
| 1Y | -8.0% | +6.5% | -14.5% | -13.3% |
| 3Y | -5.0% | +53.7% | -58.7% | -30.4% |
| 5Y | -2.7% | +72.7% | -75.4% | -34.5% |
| All | +73.5% | +361.6% | -288.1% | -27.3% |
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