+319.1%
DELL vs BN
-6.5%
+325.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +14.9% | -2.5% | +17.4% | +16.1% |
| 30D | +13.3% | -9.5% | +22.8% | +17.7% |
| 3M | +24.4% | -10.4% | +34.8% | +29.7% |
| 6M | +258.0% | -6.4% | +264.4% | +264.9% |
| YTD | +320.2% | -11.9% | +332.1% | +336.9% |
| 1Y | +319.1% | -8.6% | +327.7% | +330.9% |
| All | +319.1% | -6.5% | +325.5% | +330.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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