+676.3%
DELL vs BN
+74.6%
+601.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.6% | +4.4% | +3.3% |
| 7D | +25.6% | -1.2% | +26.8% | +26.4% |
| 30D | +17.7% | -10.9% | +28.6% | +25.4% |
| 3M | +33.4% | -11.1% | +44.5% | +42.0% |
| 6M | +266.2% | -4.4% | +270.6% | +270.7% |
| YTD | +328.0% | -14.1% | +342.1% | +358.8% |
| 1Y | +339.6% | -11.1% | +350.6% | +360.4% |
| All | +676.3% | +74.6% | +601.7% | +531.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling