+319.1%
DELL vs CRBG
+3.6%
+315.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.7% |
| 7D | +14.9% | +5.7% | +9.2% | +13.6% |
| 30D | +13.3% | +2.6% | +10.7% | +12.5% |
| 3M | +24.4% | +31.6% | -7.2% | +18.7% |
| 6M | +258.0% | +32.8% | +225.2% | +242.0% |
| YTD | +320.2% | +16.5% | +303.7% | +321.8% |
| 1Y | +319.1% | +6.1% | +313.0% | +317.3% |
| All | +319.1% | +3.6% | +315.5% | +317.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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