+159.9%
DELL vs CAPR
+63.5%
+96.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -6.9% | -0.2% | -7.2% |
| 7D | +4.9% | +5.9% | -1.0% | +4.9% |
| 30D | -32.1% | +44.6% | -76.7% | -31.9% |
| 3M | -30.2% | +126.4% | -156.6% | -29.8% |
| 6M | +41.7% | -68.6% | +110.3% | +41.7% |
| YTD | +176.6% | -67.0% | +243.6% | +176.6% |
| 1Y | +159.9% | +65.2% | +94.8% | +165.0% |
| All | +159.9% | +63.5% | +96.5% | +165.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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