+193.4%
AMAT vs DELL
+331.5%
-138.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.9% | +2.1% | +3.5% |
| 7D | +7.0% | +25.6% | -18.6% | +0.4% |
| 30D | -12.2% | +17.7% | -29.9% | -16.3% |
| 3M | -3.8% | +33.4% | -37.3% | -11.5% |
| 6M | +45.9% | +266.2% | -220.3% | +3.2% |
| YTD | +84.6% | +328.0% | -243.4% | +25.1% |
| 1Y | +193.4% | +339.6% | -146.2% | +91.7% |
| All | +193.4% | +331.5% | -138.1% | +91.7% |
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