+143.3%
DELL vs FND
-10.3%
+153.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +10.9% | -19.7% | -9.9% |
| 7D | -24.6% | +12.3% | -36.9% | -25.5% |
| 30D | -32.5% | +14.7% | -47.2% | -33.6% |
| 3M | -20.2% | -12.0% | -8.2% | -18.1% |
| 6M | +76.5% | +10.8% | +65.7% | +72.5% |
| YTD | +198.9% | -12.3% | +211.2% | +200.5% |
| 1Y | +143.3% | -13.4% | +156.7% | +143.3% |
| All | +143.3% | -10.3% | +153.6% | +143.3% |
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