+319.1%
DELL vs AR
+22.7%
+296.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.7% |
| 7D | +14.9% | +2.5% | +12.4% | +14.1% |
| 30D | +13.3% | +14.8% | -1.5% | +9.2% |
| 3M | +24.4% | +6.2% | +18.2% | +22.2% |
| 6M | +258.0% | +4.3% | +253.7% | +249.3% |
| YTD | +320.2% | +14.4% | +305.8% | +294.5% |
| 1Y | +319.1% | +21.3% | +297.7% | +292.7% |
| All | +319.1% | +22.7% | +296.4% | +292.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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