+694.6%
DELL vs ALL
+150.3%
+544.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.2% | +1.5% |
| 7D | +25.6% | -1.7% | +27.3% | +25.3% |
| 30D | +17.7% | -4.7% | +22.3% | +16.8% |
| 3M | +33.4% | +18.4% | +15.1% | +35.3% |
| 6M | +266.2% | +20.5% | +245.7% | +271.8% |
| YTD | +328.0% | +23.5% | +304.5% | +334.4% |
| 1Y | +339.6% | +29.0% | +310.6% | +346.3% |
| 3Y | +694.6% | +153.7% | +540.9% | +735.7% |
| All | +694.6% | +150.3% | +544.3% | +735.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling