+377.0%
DELL vs C
+205.7%
+171.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.3% |
| 7D | -22.6% | -2.4% | -20.2% | -21.1% |
| 30D | -43.2% | -6.0% | -37.2% | -40.8% |
| 3M | -24.8% | -10.5% | -14.3% | -18.9% |
| 6M | +38.0% | -5.7% | +43.7% | +43.8% |
| YTD | +163.7% | +4.1% | +159.6% | +155.6% |
| 1Y | +122.5% | +20.5% | +102.1% | +95.2% |
| 3Y | +377.0% | +208.1% | +168.8% | +208.7% |
| All | +377.0% | +205.7% | +171.2% | +208.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling