+136.8%
DELL vs BA
-11.5%
+148.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.0% | -3.6% |
| 7D | -18.1% | 0.0% | -18.2% | -18.0% |
| 30D | -42.9% | -8.9% | -33.9% | -41.1% |
| 3M | -26.9% | -25.5% | -1.4% | -17.9% |
| 6M | +28.8% | -27.0% | +55.7% | +44.4% |
| YTD | +168.4% | -20.1% | +188.6% | +186.1% |
| 1Y | +136.8% | -11.0% | +147.8% | +139.7% |
| All | +136.8% | -11.5% | +148.3% | +139.7% |
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