+358.3%
DELL vs FND
-45.3%
+403.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.0% | +11.0% | +11.8% |
| 7D | +8.2% | -5.8% | +14.0% | +9.3% |
| 30D | +17.1% | -20.2% | +37.3% | +21.3% |
| 3M | +45.2% | -12.0% | +57.1% | +47.3% |
| 6M | +286.8% | -18.5% | +305.3% | +296.7% |
| YTD | +354.8% | -22.3% | +377.0% | +371.3% |
| 1Y | +358.3% | -47.6% | +405.9% | +392.3% |
| All | +358.3% | -45.3% | +403.6% | +392.3% |
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