+312.3%
DELL vs D
+15.9%
+296.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.1% | -5.3% | -5.4% |
| 7D | -1.9% | -1.6% | -0.3% | -2.4% |
| 30D | +14.9% | -3.5% | +18.4% | +13.6% |
| 3M | +37.2% | -1.6% | +38.8% | +36.8% |
| 6M | +254.0% | +5.8% | +248.2% | +257.9% |
| YTD | +306.1% | +14.5% | +291.7% | +319.2% |
| 1Y | +312.3% | +14.2% | +298.1% | +339.9% |
| All | +312.3% | +15.9% | +296.3% | +339.9% |
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