+143.3%
DELL vs BA
-12.3%
+155.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.1% | -11.0% | -9.5% |
| 7D | -24.6% | +5.9% | -30.5% | -26.2% |
| 30D | -32.5% | -8.2% | -24.3% | -30.6% |
| 3M | -20.2% | -25.4% | +5.2% | -10.3% |
| 6M | +76.5% | -20.0% | +96.5% | +92.9% |
| YTD | +198.9% | -18.5% | +217.4% | +215.7% |
| 1Y | +143.3% | -10.6% | +154.0% | +145.6% |
| All | +143.3% | -12.3% | +155.6% | +145.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 1y: compounded portfolio wealth divided by compounded BA 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…
1y analysis · Full analysis span regression · 6 months rolling