+388.0%
DELL vs FND
-39.5%
+427.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -2.2% | -5.0% | -6.6% |
| 7D | +4.9% | -6.8% | +11.7% | +6.7% |
| 30D | -32.1% | +8.0% | -40.1% | -33.7% |
| 3M | -30.2% | -18.9% | -11.3% | -26.7% |
| 6M | +41.7% | +4.7% | +37.0% | +36.6% |
| YTD | +176.6% | -21.6% | +198.2% | +187.2% |
| 1Y | +159.9% | -22.0% | +182.0% | +170.0% |
| 3Y | +388.0% | -40.4% | +428.4% | +523.4% |
| All | +388.0% | -39.5% | +427.5% | +523.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling