+724.9%
DELL vs BR
-5.3%
+730.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.3% | +12.3% | +12.0% |
| 7D | +8.2% | -3.0% | +11.2% | +8.9% |
| 30D | +17.1% | -0.3% | +17.4% | +16.8% |
| 3M | +45.2% | +17.3% | +27.9% | +37.5% |
| 6M | +286.8% | -6.7% | +293.5% | +294.6% |
| YTD | +354.8% | -23.4% | +378.2% | +402.0% |
| 1Y | +358.3% | -32.7% | +390.9% | +435.6% |
| 3Y | +724.9% | -5.9% | +730.8% | +784.5% |
| All | +724.9% | -5.3% | +730.2% | +784.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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