+3,063.4%
DELL vs BA
+38.9%
+3,024.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +5.6% |
| 7D | -11.8% | -1.7% | -10.1% | -11.3% |
| 30D | -40.8% | -9.5% | -31.4% | -39.2% |
| 3M | -23.6% | -26.5% | +2.9% | -15.8% |
| 6M | +33.4% | -27.4% | +60.7% | +47.3% |
| YTD | +178.0% | -20.6% | +198.6% | +196.8% |
| 1Y | +138.6% | -11.4% | +150.0% | +145.2% |
| 3Y | +400.9% | -10.8% | +411.7% | +399.4% |
| 5Y | +580.7% | -21.9% | +602.7% | +584.0% |
| 10Y | +2,655.3% | +28.1% | +2,627.1% | +2,460.1% |
| All | +3,063.4% | +38.9% | +3,024.5% | +2,813.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling