+143.3%
DELL vs FIG
-52.3%
+195.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +5.2% | -14.1% | -9.4% |
| 7D | -24.6% | -4.7% | -19.9% | -24.2% |
| 30D | -32.5% | +0.5% | -33.0% | -32.7% |
| 3M | -20.2% | -18.4% | -1.8% | -18.6% |
| 6M | +76.5% | +10.9% | +65.6% | +73.2% |
| YTD | +198.9% | -40.8% | +239.7% | +237.8% |
| 1Y | +143.3% | -51.7% | +195.0% | +203.0% |
| All | +143.3% | -52.3% | +195.6% | +203.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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