+401.2%
AMD vs DELL
+432.3%
-31.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.7% | +6.5% | +6.2% |
| 7D | +44.7% | +17.1% | +27.6% | +35.0% |
| 30D | -3.3% | -35.1% | +31.7% | +16.9% |
| 3M | +21.2% | -23.3% | +44.5% | +35.0% |
| 6M | +30.6% | +55.8% | -25.2% | +1.8% |
| YTD | +173.3% | +198.0% | -24.7% | +55.9% |
| 1Y | +126.1% | +166.6% | -40.5% | +35.7% |
| All | +401.2% | +432.3% | -31.2% | +97.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling