+621.6%
DELL vs ASTS
+162.6%
+459.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.8% | +5.1% | 0.0% |
| 7D | +17.1% | +14.2% | +2.9% | +15.4% |
| 30D | -35.1% | -26.7% | -8.4% | -32.7% |
| 3M | -23.3% | -53.6% | +30.3% | -16.9% |
| 6M | +55.8% | -52.7% | +108.5% | +65.4% |
| YTD | +198.0% | -52.5% | +250.5% | +210.9% |
| 1Y | +166.6% | -46.5% | +213.1% | +173.4% |
| 3Y | +427.6% | +700.5% | -272.8% | +309.7% |
| All | +621.6% | +162.6% | +459.1% | +472.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ASTS.
Daily Out/Under-Performance
Portfolio return minus ASTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASTS 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 5y: compounded portfolio wealth divided by compounded ASTS 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…
5y analysis · Full analysis span regression · 6 months rolling