+500.0%
APP vs DELL
+628.7%
-128.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.7% | +6.2% | +8.9% |
| 7D | +71.2% | -22.6% | +93.8% | +81.2% |
| 30D | +39.1% | -43.2% | +82.3% | +61.3% |
| 3M | +16.5% | -24.8% | +41.4% | +21.3% |
| 6M | -16.6% | +38.0% | -54.5% | -33.0% |
| YTD | -41.9% | +163.7% | -205.7% | -65.0% |
| 1Y | -37.0% | +122.5% | -159.6% | -59.4% |
| 3Y | +892.4% | +377.0% | +515.5% | +313.0% |
| 5Y | +297.3% | +542.6% | -245.3% | +27.4% |
| All | +500.0% | +628.7% | -128.6% | +90.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling