+1,278.0%
AAPL vs DELL
+4,530.0%
-3,252.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +12.0% | -10.2% | -0.9% |
| 7D | +3.8% | +8.2% | -4.4% | +1.8% |
| 30D | +9.9% | +17.1% | -7.2% | +5.4% |
| 3M | +12.5% | +45.2% | -32.7% | +1.0% |
| 6M | +27.6% | +286.8% | -259.1% | -14.6% |
| YTD | +22.6% | +354.8% | -332.2% | -22.7% |
| 1Y | +45.0% | +358.3% | -313.3% | -9.8% |
| 3Y | +87.8% | +724.9% | -637.1% | -14.2% |
| 5Y | +128.7% | +1,193.7% | -1,065.0% | -16.1% |
| All | +1,278.0% | +4,530.0% | -3,252.0% | +218.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling