+143.3%
DELL vs BB
+88.0%
+55.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +7.0% | -15.8% | -11.6% |
| 7D | -24.6% | -6.8% | -17.8% | -22.4% |
| 30D | -32.5% | -3.5% | -29.0% | -31.7% |
| 3M | -20.2% | -1.2% | -19.0% | -20.6% |
| 6M | +76.5% | +57.0% | +19.5% | +45.1% |
| YTD | +198.9% | +131.1% | +67.8% | +122.9% |
| 1Y | +143.3% | +87.6% | +55.8% | +96.9% |
| All | +143.3% | +88.0% | +55.3% | +96.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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