+1,085.7%
DELL vs BA
-1.7%
+1,087.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.2% |
| 7D | +14.9% | +1.2% | +13.7% | +14.5% |
| 30D | +13.3% | -11.6% | +24.9% | +18.9% |
| 3M | +24.4% | -2.4% | +26.8% | +25.5% |
| 6M | +258.0% | -6.6% | +264.6% | +265.7% |
| YTD | +320.2% | -2.2% | +322.4% | +320.7% |
| 1Y | +319.1% | -8.0% | +327.1% | +327.9% |
| 3Y | +706.5% | -5.0% | +711.5% | +675.0% |
| All | +1,085.7% | -1.7% | +1,087.4% | +961.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling