+430.5%
DELL vs ALAB
+454.1%
-23.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.4% | +9.6% | +11.4% |
| 7D | +8.2% | -6.2% | +14.4% | +9.8% |
| 30D | +17.1% | -8.7% | +25.7% | +19.4% |
| 3M | +45.2% | -20.7% | +65.9% | +50.2% |
| 6M | +286.8% | +133.5% | +153.3% | +209.3% |
| YTD | +354.8% | +75.1% | +279.7% | +279.6% |
| 1Y | +358.3% | +25.0% | +333.2% | +304.5% |
| All | +430.5% | +454.1% | -23.5% | +212.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling