+143.3%
DELL vs D
+23.9%
+119.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.4% | -13.3% | -6.5% |
| 7D | -24.6% | +8.5% | -33.1% | -21.3% |
| 30D | -32.5% | +14.3% | -46.8% | -28.1% |
| 3M | -20.2% | +1.8% | -22.0% | -18.2% |
| 6M | +76.5% | +13.0% | +63.4% | +85.7% |
| YTD | +198.9% | +22.7% | +176.2% | +217.0% |
| 1Y | +143.3% | +22.6% | +120.7% | +157.3% |
| All | +143.3% | +23.9% | +119.4% | +157.3% |
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