+319.1%
DELL vs AU
+100.5%
+218.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.3% | +3.8% | +2.1% |
| 7D | +14.9% | -3.6% | +18.5% | +15.9% |
| 30D | +13.3% | +23.9% | -10.6% | +6.8% |
| 3M | +24.4% | +19.1% | +5.3% | +17.5% |
| 6M | +258.0% | -0.2% | +258.2% | +247.9% |
| YTD | +320.2% | +32.5% | +287.7% | +288.6% |
| 1Y | +319.1% | +96.9% | +222.1% | +267.5% |
| All | +319.1% | +100.5% | +218.6% | +267.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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