+319.1%
DELL vs DIA
+19.6%
+299.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.4% |
| 7D | +14.9% | -0.2% | +15.1% | +15.4% |
| 30D | +13.3% | -1.5% | +14.8% | +16.5% |
| 3M | +24.4% | +3.8% | +20.6% | +17.7% |
| 6M | +258.0% | +10.3% | +247.7% | +214.3% |
| YTD | +320.2% | +12.1% | +308.1% | +263.2% |
| 1Y | +319.1% | +18.6% | +300.4% | +246.2% |
| All | +319.1% | +19.6% | +299.5% | +246.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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