+143.3%
DELL vs ALL
+42.7%
+100.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.9% | -11.7% | -7.1% |
| 7D | -24.6% | +7.5% | -32.1% | -21.1% |
| 30D | -32.5% | +19.7% | -52.2% | -25.4% |
| 3M | -20.2% | +2.9% | -23.1% | -18.0% |
| 6M | +76.5% | +23.5% | +52.9% | +98.2% |
| YTD | +198.9% | +31.1% | +167.8% | +235.8% |
| 1Y | +143.3% | +40.5% | +102.9% | +165.0% |
| All | +143.3% | +42.7% | +100.6% | +165.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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