+1,081.8%
DIA vs BA
+534.7%
+547.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.6% |
| 7D | -0.9% | +1.1% | -2.0% | -1.3% |
| 30D | +0.3% | -7.9% | +8.2% | +2.7% |
| 3M | -4.5% | -25.3% | +20.8% | +4.4% |
| 6M | +3.4% | -24.6% | +27.9% | +12.0% |
| YTD | +7.8% | -20.1% | +27.9% | +14.1% |
| 1Y | +10.7% | -11.8% | +22.5% | +13.1% |
| 3Y | +57.5% | -10.1% | +67.7% | +53.7% |
| 5Y | +53.7% | -22.7% | +76.5% | +51.5% |
| 10Y | +247.2% | +35.1% | +212.1% | +141.9% |
| All | +1,081.8% | +534.7% | +547.1% | +318.6% |
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