+319.1%
DELL vs AMCR
+11.5%
+307.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +1.6% |
| 7D | +14.9% | -3.3% | +18.1% | +15.1% |
| 30D | +13.3% | -5.4% | +18.7% | +13.8% |
| 3M | +24.4% | +20.0% | +4.4% | +19.5% |
| 6M | +258.0% | 0.0% | +258.0% | +253.6% |
| YTD | +320.2% | +11.5% | +308.7% | +316.7% |
| 1Y | +319.1% | +11.4% | +307.7% | +330.5% |
| All | +319.1% | +11.5% | +307.5% | +330.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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