+339.7%
AVGO vs DELL
+689.7%
-350.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.2% |
| 7D | -0.8% | +8.7% | -9.5% | -3.9% |
| 30D | -13.7% | +16.9% | -30.6% | -19.5% |
| 3M | -6.9% | +40.4% | -47.4% | -20.2% |
| 6M | +5.8% | +267.1% | -261.3% | -43.1% |
| YTD | +5.7% | +329.1% | -323.4% | -48.4% |
| 1Y | +9.0% | +346.9% | -337.9% | -48.4% |
| All | +339.7% | +689.7% | -350.0% | +51.6% |
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