+2,876.0%
DELL vs BA
+24.8%
+2,851.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.1% |
| 7D | +17.1% | -0.6% | +17.7% | +17.3% |
| 30D | -35.1% | -8.0% | -27.1% | -33.6% |
| 3M | -23.3% | -25.8% | +2.5% | -15.6% |
| 6M | +55.8% | -27.6% | +83.4% | +72.3% |
| YTD | +198.0% | -21.0% | +219.0% | +218.7% |
| 1Y | +166.6% | -12.3% | +178.8% | +174.9% |
| 3Y | +427.6% | -12.8% | +440.4% | +429.8% |
| 5Y | +630.6% | -22.4% | +653.0% | +635.6% |
| All | +2,876.0% | +24.8% | +2,851.1% | +2,875.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling