+264.6%
AMD vs DELL
+572.6%
-308.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -7.2% | -1.6% | -5.1% |
| 7D | +18.9% | +4.9% | +14.1% | +16.3% |
| 30D | -6.4% | -32.1% | +25.6% | +14.0% |
| 3M | +10.6% | -30.2% | +40.8% | +30.8% |
| 6M | +19.9% | +41.7% | -21.8% | -6.4% |
| YTD | +149.4% | +176.6% | -27.2% | +33.0% |
| 1Y | +115.4% | +159.9% | -44.6% | +18.4% |
| 3Y | +357.3% | +388.0% | -30.7% | +47.3% |
| All | +264.6% | +572.6% | -308.0% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling