+377.0%
DELL vs BA
-11.5%
+388.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.1% | +3.5% |
| 7D | -22.6% | +1.1% | -23.6% | -22.9% |
| 30D | -43.2% | -7.9% | -35.3% | -41.7% |
| 3M | -24.8% | -25.3% | +0.5% | -16.3% |
| 6M | +38.0% | -24.6% | +62.6% | +52.7% |
| YTD | +163.7% | -20.1% | +183.9% | +183.7% |
| 1Y | +122.5% | -11.8% | +134.3% | +130.0% |
| 3Y | +377.0% | -10.1% | +387.1% | +315.9% |
| All | +377.0% | -11.5% | +388.4% | +315.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling