+46.6%
ASML vs DELL
+133.7%
-87.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.4% | +0.8% | +4.9% |
| 7D | -0.8% | -11.8% | +11.0% | +1.9% |
| 30D | -14.9% | -40.8% | +25.9% | -5.5% |
| 3M | -13.0% | -23.6% | +10.6% | -8.4% |
| 6M | -4.7% | +33.4% | -38.1% | -11.5% |
| YTD | +42.3% | +178.0% | -135.7% | +17.8% |
| All | +46.6% | +133.7% | -87.1% | +23.8% |
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