+425.7%
DELL vs BB
+154.0%
+271.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.3% | +0.2% |
| 7D | +17.1% | +9.0% | +8.2% | +14.5% |
| 30D | -35.1% | +7.7% | -42.7% | -36.2% |
| 3M | -23.3% | +4.0% | -27.3% | -24.4% |
| 6M | +55.8% | +46.6% | +9.2% | +40.6% |
| YTD | +198.0% | +140.6% | +57.3% | +142.4% |
| 1Y | +166.6% | +103.1% | +63.4% | +123.7% |
| All | +425.7% | +154.0% | +271.7% | +293.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling