+87.0%
AMZN vs DELL
+394.1%
-307.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.2% | +6.9% | +0.8% |
| 7D | +2.8% | +4.9% | -2.0% | +1.9% |
| 30D | +5.0% | -32.1% | +37.0% | +10.5% |
| 3M | +0.6% | -30.2% | +30.8% | +4.8% |
| 6M | -1.3% | +41.7% | -43.0% | -12.1% |
| YTD | +15.5% | +176.6% | -161.1% | -13.0% |
| 1Y | +12.2% | +159.9% | -147.7% | -14.5% |
| 3Y | +87.0% | +388.0% | -301.0% | +17.9% |
| All | +87.0% | +394.1% | -307.1% | +17.9% |
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