+319.1%
DELL vs FND
-36.4%
+355.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.2% |
| 7D | +14.9% | -5.2% | +20.1% | +15.7% |
| 30D | +13.3% | -19.9% | +33.2% | +16.8% |
| 3M | +24.4% | +2.7% | +21.7% | +22.7% |
| 6M | +258.0% | -21.7% | +279.7% | +269.5% |
| YTD | +320.2% | -17.5% | +337.7% | +330.6% |
| 1Y | +319.1% | -39.3% | +358.4% | +318.6% |
| All | +319.1% | -36.4% | +355.4% | +318.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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