+199.0%
AMD vs DELL
+542.5%
-343.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +3.7% | +7.4% | +9.2% |
| 7D | -11.0% | -22.6% | +11.5% | +1.4% |
| 30D | -30.5% | -43.2% | +12.7% | -8.0% |
| 3M | -8.2% | -24.8% | +16.6% | +4.0% |
| 6M | +6.6% | +38.0% | -31.4% | -15.9% |
| YTD | +109.7% | +163.7% | -54.1% | +14.5% |
| 1Y | +88.9% | +122.5% | -33.6% | +12.9% |
| 3Y | +301.8% | +377.0% | -75.1% | +30.7% |
| All | +199.0% | +542.5% | -343.4% | -26.7% |
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 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