+29.9%
AAPL vs DELL
+142.0%
-112.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -8.8% | +14.1% | +5.3% |
| 7D | +1.7% | -24.6% | +26.2% | +1.7% |
| 30D | +5.0% | -32.5% | +37.5% | +5.0% |
| 3M | +13.1% | -20.2% | +33.3% | +13.1% |
| 6M | +26.5% | +76.5% | -50.0% | +22.4% |
| YTD | +28.9% | +198.9% | -170.0% | +21.5% |
| 1Y | +29.9% | +143.3% | -113.4% | +25.7% |
| All | +29.9% | +142.0% | -112.1% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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