+346.9%
DELL vs B
+55.6%
+291.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | -0.1% |
| 7D | +8.7% | +1.0% | +7.7% | +8.4% |
| 30D | +16.9% | +9.5% | +7.4% | +13.4% |
| 3M | +40.4% | +14.3% | +26.1% | +33.3% |
| 6M | +267.1% | -1.9% | +268.9% | +260.0% |
| YTD | +329.1% | +4.1% | +325.0% | +318.1% |
| 1Y | +346.9% | +56.1% | +290.8% | +312.7% |
| All | +346.9% | +55.6% | +291.3% | +312.7% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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