+143.3%
DELL vs ALAB
+23.1%
+120.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.4% | -4.4% | -7.7% |
| 7D | -24.6% | -24.9% | +0.3% | -18.9% |
| 30D | -32.5% | -38.4% | +5.9% | -24.3% |
| 3M | -20.2% | -38.3% | +18.1% | -11.5% |
| 6M | +76.5% | +10.9% | +65.5% | +74.8% |
| YTD | +198.9% | +34.2% | +164.7% | +179.4% |
| 1Y | +143.3% | +24.5% | +118.8% | +128.4% |
| All | +143.3% | +23.1% | +120.2% | +128.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB 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 ALAB 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