+319.1%
DELL vs C
+47.6%
+271.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +14.9% | +3.6% | +11.3% | +13.3% |
| 30D | +13.3% | +0.1% | +13.2% | +13.4% |
| 3M | +24.4% | +2.4% | +22.0% | +22.8% |
| 6M | +258.0% | +24.9% | +233.1% | +235.5% |
| YTD | +320.2% | +19.8% | +300.4% | +296.3% |
| 1Y | +319.1% | +44.9% | +274.2% | +284.1% |
| All | +319.1% | +47.6% | +271.5% | +284.1% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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