+4,770.1%
DELL vs APTV
-12.8%
+4,782.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.6% | +6.5% | +3.6% |
| 7D | +25.6% | +2.0% | +23.7% | +24.6% |
| 30D | +17.7% | -7.7% | +25.4% | +21.0% |
| 3M | +33.4% | -34.0% | +67.4% | +53.9% |
| 6M | +266.2% | -37.1% | +303.3% | +327.1% |
| YTD | +328.0% | -39.9% | +367.9% | +404.4% |
| 1Y | +339.6% | -44.4% | +384.0% | +434.1% |
| 3Y | +694.6% | -54.5% | +749.1% | +900.0% |
| 5Y | +1,122.0% | -69.1% | +1,191.1% | +1,625.4% |
| 10Y | +4,062.5% | -20.0% | +4,082.5% | +3,838.5% |
| All | +4,770.1% | -12.8% | +4,782.9% | +4,215.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling