+143.3%
DELL vs BP
+35.3%
+108.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.2% | -4.7% | -9.0% |
| 7D | -24.6% | -8.4% | -16.2% | -25.0% |
| 30D | -32.5% | +2.2% | -34.7% | -32.2% |
| 3M | -20.2% | +8.8% | -29.0% | -19.7% |
| 6M | +76.5% | -0.5% | +77.0% | +80.3% |
| YTD | +198.9% | +36.2% | +162.7% | +176.9% |
| 1Y | +143.3% | +36.6% | +106.8% | +123.1% |
| All | +143.3% | +35.3% | +108.1% | +123.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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