-32.7%
APP vs DELL
+166.7%
-199.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.1% | -2.7% |
| 7D | +10.6% | +17.1% | -6.6% | +9.2% |
| 30D | +44.6% | -35.1% | +79.7% | +53.2% |
| 3M | +29.6% | -23.3% | +52.9% | +32.8% |
| 6M | -19.8% | +55.8% | -75.6% | -26.6% |
| YTD | -41.6% | +198.0% | -239.5% | -57.1% |
| 1Y | -32.7% | +166.6% | -199.3% | -47.2% |
| All | -32.7% | +166.7% | -199.4% | -47.2% |
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