+286.8%
DELL vs BNY
+42.6%
+244.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +11.9% | +11.9% |
| 7D | +8.2% | -1.3% | +9.6% | +9.4% |
| 30D | +17.1% | -0.2% | +17.3% | +17.5% |
| 3M | +45.2% | +14.9% | +30.2% | +30.7% |
| 6M | +286.8% | +40.0% | +246.8% | +182.7% |
| All | +286.8% | +42.6% | +244.2% | +182.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 6mo: compounded portfolio wealth divided by compounded BNY 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…
6mo analysis · Full analysis span regression · 6 months rolling