+887.9%
APP vs DELL
+394.1%
+493.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -7.2% | +11.1% | +5.4% |
| 7D | +4.6% | +4.9% | -0.3% | +3.3% |
| 30D | +56.0% | -32.1% | +88.1% | +68.3% |
| 3M | +30.8% | -30.2% | +61.1% | +38.3% |
| 6M | -9.8% | +41.7% | -51.5% | -24.1% |
| YTD | -39.3% | +176.6% | -215.9% | -60.7% |
| 1Y | -26.4% | +159.9% | -186.4% | -51.4% |
| 3Y | +887.9% | +388.0% | +500.0% | +461.9% |
| All | +887.9% | +394.1% | +493.8% | +461.9% |
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