+6.7%
AMZN vs DELL
+142.0%
-135.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -8.8% | +14.9% | +6.5% |
| 7D | +4.5% | -24.6% | +29.1% | +5.9% |
| 30D | +5.8% | -32.5% | +38.3% | +7.8% |
| 3M | -4.1% | -20.2% | +16.1% | -3.0% |
| 6M | -2.2% | +76.5% | -78.7% | -6.4% |
| YTD | +15.3% | +198.9% | -183.7% | +5.0% |
| 1Y | +6.7% | +143.3% | -136.6% | +0.1% |
| All | +6.7% | +142.0% | -135.3% | +0.1% |
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