+914.9%
BA vs DRI
+8,061.0%
-7,146.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.2% |
| 7D | -0.1% | +3.7% | -3.8% | -1.4% |
| 30D | -9.1% | +13.5% | -22.6% | -13.3% |
| 3M | -28.2% | +10.4% | -38.6% | -31.0% |
| 6M | -23.1% | +19.5% | -42.6% | -28.5% |
| YTD | -20.6% | +28.2% | -48.8% | -28.2% |
| 1Y | -12.7% | +31.0% | -43.7% | -21.8% |
| 3Y | -11.6% | +67.1% | -78.6% | -29.0% |
| 5Y | -23.1% | +74.7% | -97.8% | -39.4% |
| 10Y | +34.4% | +376.2% | -341.8% | -25.4% |
| All | +914.9% | +8,061.0% | -7,146.1% | +170.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling