+143.3%
DELL vs BN
-3.9%
+147.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.1% | -14.9% | -10.3% |
| 7D | -24.6% | +12.0% | -36.6% | -27.4% |
| 30D | -32.5% | +17.0% | -49.5% | -36.2% |
| 3M | -20.2% | -3.2% | -17.0% | -18.9% |
| 6M | +76.5% | -3.9% | +80.3% | +79.8% |
| YTD | +198.9% | -5.6% | +204.5% | +201.2% |
| 1Y | +143.3% | -4.7% | +148.1% | +143.2% |
| All | +143.3% | -3.9% | +147.2% | +143.2% |
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