+425.7%
DELL vs DOW
-19.8%
+445.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.5% | -1.2% |
| 7D | +17.1% | +3.7% | +13.5% | +16.0% |
| 30D | -35.1% | +16.3% | -51.3% | -37.6% |
| 3M | -23.3% | +9.7% | -33.0% | -25.4% |
| 6M | +55.8% | -14.1% | +69.9% | +63.0% |
| YTD | +198.0% | +46.6% | +151.4% | +149.5% |
| 1Y | +166.6% | +56.8% | +109.7% | +117.0% |
| All | +425.7% | -19.8% | +445.5% | +439.7% |
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