+172.1%
DELL vs ALAB
+35.8%
+136.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +6.8% | +4.9% | +9.8% |
| 7D | +0.4% | +3.4% | -3.1% | -0.5% |
| 30D | -35.1% | -28.8% | -6.4% | -29.4% |
| 3M | -15.1% | -26.0% | +10.8% | -9.1% |
| 6M | +51.7% | +11.4% | +40.4% | +49.9% |
| YTD | +200.0% | +38.8% | +161.2% | +178.2% |
| 1Y | +172.1% | +37.8% | +134.3% | +152.1% |
| All | +172.1% | +35.8% | +136.4% | +152.1% |
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