+678.3%
DELL vs BWA
+67.1%
+611.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.8% |
| 7D | +8.7% | +0.1% | +8.6% | +8.7% |
| 30D | +16.9% | -5.6% | +22.4% | +19.4% |
| 3M | +40.4% | -10.7% | +51.1% | +46.0% |
| 6M | +267.1% | +23.2% | +243.9% | +242.5% |
| YTD | +329.1% | +46.0% | +283.1% | +267.8% |
| 1Y | +346.9% | +51.2% | +295.8% | +276.5% |
| All | +678.3% | +67.1% | +611.2% | +461.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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