+1.4%
AVGO vs DELL
+359.9%
-358.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +12.0% | -11.7% | -2.2% |
| 7D | +1.1% | +8.2% | -7.1% | -0.7% |
| 30D | -13.0% | +17.1% | -30.1% | -16.3% |
| 3M | -6.0% | +45.2% | -51.1% | -14.5% |
| 6M | +6.4% | +286.8% | -280.4% | -23.6% |
| YTD | +5.0% | +354.8% | -349.8% | -28.0% |
| 1Y | +1.4% | +358.3% | -356.9% | -26.7% |
| All | +1.4% | +359.9% | -358.6% | -26.7% |
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