+358.3%
DELL vs A
+18.0%
+340.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.7% | +9.3% | +11.0% |
| 7D | +8.2% | -2.6% | +10.8% | +9.1% |
| 30D | +17.1% | -0.9% | +18.0% | +17.5% |
| 3M | +45.2% | +13.6% | +31.5% | +38.5% |
| 6M | +286.8% | +27.8% | +258.9% | +247.5% |
| YTD | +354.8% | +8.6% | +346.2% | +349.7% |
| 1Y | +358.3% | +16.9% | +341.4% | +329.7% |
| All | +358.3% | +18.0% | +340.3% | +329.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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