+388.0%
DELL vs APTV
-48.7%
+436.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.2% | -7.0% | -7.1% |
| 7D | +4.9% | -1.7% | +6.6% | +5.5% |
| 30D | -32.1% | -11.6% | -20.5% | -29.5% |
| 3M | -30.2% | -21.2% | -9.0% | -25.0% |
| 6M | +41.7% | -28.5% | +70.2% | +55.0% |
| YTD | +176.6% | -49.1% | +225.7% | +235.8% |
| 1Y | +159.9% | -52.2% | +212.1% | +223.6% |
| 3Y | +388.0% | -48.6% | +436.6% | +440.9% |
| All | +388.0% | -48.7% | +436.7% | +440.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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