+4,521.4%
DELL vs AU
+539.7%
+3,981.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.3% | -1.1% | -4.9% |
| 7D | -1.9% | -7.0% | +5.1% | -1.2% |
| 30D | +14.9% | +7.3% | +7.6% | +13.9% |
| 3M | +37.2% | +33.2% | +4.0% | +33.0% |
| 6M | +254.0% | -0.6% | +254.6% | +251.5% |
| YTD | +306.1% | +26.2% | +280.0% | +295.4% |
| 1Y | +312.3% | +68.3% | +244.0% | +292.1% |
| 3Y | +654.0% | +592.1% | +61.9% | +534.8% |
| 5Y | +1,055.3% | +685.3% | +370.1% | +852.4% |
| 10Y | +3,948.9% | +682.5% | +3,266.4% | +3,414.8% |
| All | +4,521.4% | +539.7% | +3,981.8% | +4,053.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling