+76.0%
AMZN vs DELL
+647.5%
-571.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.3% | +5.1% | +0.6% |
| 7D | -2.7% | -1.9% | -0.8% | -2.4% |
| 30D | -7.5% | +14.9% | -22.4% | -10.0% |
| 3M | +5.8% | +37.2% | -31.4% | -1.2% |
| 6M | +17.5% | +254.0% | -236.5% | -13.1% |
| YTD | +9.1% | +306.1% | -297.0% | -22.7% |
| 1Y | +9.4% | +312.3% | -302.9% | -23.5% |
| All | +76.0% | +647.5% | -571.4% | -8.3% |
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