-43.0%
APP vs DELL
+331.5%
-374.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.9% | -4.5% | -3.0% |
| 7D | +0.1% | +25.6% | -25.5% | -4.0% |
| 30D | -10.0% | +17.7% | -27.7% | -13.0% |
| 3M | -44.6% | +33.4% | -78.1% | -47.6% |
| 6M | -37.9% | +266.2% | -304.1% | -54.3% |
| YTD | -53.7% | +328.0% | -381.7% | -67.9% |
| 1Y | -43.0% | +339.6% | -382.5% | -54.8% |
| All | -43.0% | +331.5% | -374.5% | -54.8% |
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