+358.3%
DELL vs DG
+19.2%
+339.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.3% | +10.7% | +12.0% |
| 7D | +8.2% | -6.5% | +14.7% | +8.0% |
| 30D | +17.1% | +4.2% | +12.9% | +17.1% |
| 3M | +45.2% | +9.5% | +35.6% | +43.6% |
| 6M | +286.8% | -13.1% | +299.9% | +290.3% |
| YTD | +354.8% | -4.8% | +359.6% | +354.2% |
| 1Y | +358.3% | +20.6% | +337.6% | +340.7% |
| All | +358.3% | +19.2% | +339.1% | +340.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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