+4,062.5%
DELL vs BA
+73.1%
+3,989.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.1% |
| 7D | +25.6% | +2.5% | +23.2% | +24.7% |
| 30D | +17.7% | -10.1% | +27.8% | +22.0% |
| 3M | +33.4% | -2.4% | +35.8% | +34.5% |
| 6M | +266.2% | -8.8% | +275.0% | +276.4% |
| YTD | +328.0% | -2.9% | +330.9% | +329.8% |
| 1Y | +339.6% | -8.8% | +348.3% | +349.3% |
| 3Y | +694.6% | -0.3% | +694.9% | +666.4% |
| 5Y | +1,122.0% | -0.3% | +1,122.3% | +1,039.0% |
| 10Y | +4,062.5% | +72.3% | +3,990.1% | +3,467.0% |
| All | +4,062.5% | +73.1% | +3,989.4% | +3,467.0% |
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