+724.9%
DELL vs AMCR
+6.5%
+718.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.6% | +13.6% | +12.2% |
| 7D | +8.2% | -6.3% | +14.5% | +9.2% |
| 30D | +17.1% | -7.8% | +24.9% | +18.3% |
| 3M | +45.2% | +7.5% | +37.6% | +42.2% |
| 6M | +286.8% | +2.7% | +284.1% | +280.1% |
| YTD | +354.8% | +6.0% | +348.7% | +345.5% |
| 1Y | +358.3% | +7.8% | +350.5% | +347.2% |
| 3Y | +724.9% | +5.8% | +719.1% | +725.8% |
| All | +724.9% | +6.5% | +718.4% | +725.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling