+319.1%
DELL vs DOW
+30.0%
+289.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.0% | +4.5% | +1.9% |
| 7D | +14.9% | -2.4% | +17.3% | +15.2% |
| 30D | +13.3% | +0.4% | +12.9% | +12.9% |
| 3M | +24.4% | -14.4% | +38.8% | +27.9% |
| 6M | +258.0% | -7.0% | +265.0% | +245.8% |
| YTD | +320.2% | +30.2% | +290.0% | +270.2% |
| 1Y | +319.1% | +29.2% | +289.9% | +259.6% |
| All | +319.1% | +30.0% | +289.0% | +259.6% |
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