+312.3%
DELL vs ALL
+28.8%
+283.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.6% | -5.7% |
| 7D | -1.9% | -4.3% | +2.4% | -3.9% |
| 30D | +14.9% | -3.6% | +18.5% | +13.0% |
| 3M | +37.2% | +13.2% | +24.0% | +43.6% |
| 6M | +254.0% | +22.5% | +231.5% | +279.1% |
| YTD | +306.1% | +22.7% | +283.4% | +334.0% |
| 1Y | +312.3% | +28.3% | +284.0% | +358.3% |
| All | +312.3% | +28.8% | +283.4% | +358.3% |
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