+319.1%
DELL vs D
+15.7%
+303.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.0% |
| 7D | +14.9% | +0.4% | +14.4% | +15.1% |
| 30D | +13.3% | -3.6% | +16.8% | +11.9% |
| 3M | +24.4% | -1.0% | +25.4% | +24.4% |
| 6M | +258.0% | +6.3% | +251.7% | +262.1% |
| YTD | +320.2% | +14.7% | +305.5% | +333.4% |
| 1Y | +319.1% | +16.9% | +302.1% | +338.4% |
| All | +319.1% | +15.7% | +303.4% | +338.4% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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