+55.3%
BE vs DELL
+142.0%
-86.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -8.8% | +2.5% | -2.9% |
| 7D | -12.1% | -24.6% | +12.5% | -1.9% |
| 30D | -30.1% | -32.5% | +2.4% | -18.7% |
| 3M | -12.1% | -20.2% | +8.1% | -3.0% |
| 6M | -30.6% | +76.5% | -107.0% | -35.8% |
| YTD | +130.6% | +198.9% | -68.3% | +85.3% |
| 1Y | +55.3% | +143.3% | -88.0% | +58.2% |
| All | +55.3% | +142.0% | -86.7% | +58.2% |
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