+110.1%
DELL vs DOW
+47.8%
+62.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -2.2% | -12.7% | -14.8% |
| 7D | -33.4% | -4.9% | -28.5% | -33.2% |
| 30D | -44.7% | +13.6% | -58.3% | -45.0% |
| 3M | -31.4% | +9.0% | -40.5% | -31.8% |
| 6M | +46.9% | -19.9% | +66.8% | +56.6% |
| YTD | +154.4% | +41.4% | +113.0% | +108.6% |
| 1Y | +110.1% | +47.4% | +62.7% | +68.6% |
| All | +110.1% | +47.8% | +62.4% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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