+312.3%
DELL vs DIA
+15.5%
+296.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -4.2% |
| 7D | -1.9% | -3.0% | +1.1% | +3.4% |
| 30D | +14.9% | -3.0% | +17.9% | +21.2% |
| 3M | +37.2% | +4.5% | +32.7% | +28.3% |
| 6M | +254.0% | +9.8% | +244.2% | +214.7% |
| YTD | +306.1% | +9.3% | +296.9% | +265.9% |
| 1Y | +312.3% | +16.0% | +296.3% | +263.4% |
| All | +312.3% | +15.5% | +296.8% | +263.4% |
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