+678.3%
DELL vs DOW
-35.5%
+713.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.4% |
| 7D | +8.7% | -6.0% | +14.8% | +10.6% |
| 30D | +16.9% | -2.7% | +19.6% | +17.4% |
| 3M | +40.4% | -10.5% | +50.9% | +44.1% |
| 6M | +267.1% | -12.4% | +279.5% | +270.6% |
| YTD | +329.1% | +30.0% | +299.1% | +271.9% |
| 1Y | +346.9% | +27.8% | +319.1% | +286.7% |
| All | +678.3% | -35.5% | +713.8% | +722.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling