+346.9%
DELL vs C
+47.3%
+299.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.1% |
| 7D | +8.7% | +2.6% | +6.2% | +7.6% |
| 30D | +16.9% | +1.9% | +15.0% | +16.2% |
| 3M | +40.4% | +2.8% | +37.6% | +38.5% |
| 6M | +267.1% | +30.6% | +236.5% | +240.9% |
| YTD | +329.1% | +19.9% | +309.2% | +304.5% |
| 1Y | +346.9% | +44.6% | +302.4% | +308.8% |
| All | +346.9% | +47.3% | +299.6% | +308.8% |
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