+337.5%
AMD vs DELL
+1,076.0%
-738.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.5% | +3.2% | +4.0% |
| 7D | +2.6% | +14.9% | -12.3% | -5.0% |
| 30D | -0.9% | +13.3% | -14.2% | -8.1% |
| 3M | -8.7% | +24.4% | -33.1% | -19.2% |
| 6M | +136.3% | +258.0% | -121.7% | +16.3% |
| YTD | +123.0% | +320.2% | -197.2% | -1.9% |
| 1Y | +195.2% | +319.1% | -123.9% | +30.3% |
| 3Y | +336.3% | +706.5% | -370.2% | +11.7% |
| All | +337.5% | +1,076.0% | -738.5% | -14.4% |
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