+312.3%
DELL vs BB
+101.1%
+211.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.7% | -2.6% | -4.3% |
| 7D | -1.9% | -2.1% | +0.2% | -1.0% |
| 30D | +14.9% | -16.0% | +30.9% | +22.8% |
| 3M | +37.2% | -14.5% | +51.7% | +44.1% |
| 6M | +254.0% | +118.6% | +135.4% | +179.4% |
| YTD | +306.1% | +98.9% | +207.2% | +227.6% |
| 1Y | +312.3% | +99.5% | +212.8% | +246.2% |
| All | +312.3% | +101.1% | +211.2% | +246.2% |
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