+678.3%
DELL vs FND
-50.0%
+728.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | +8.7% | -0.8% | +9.5% | +8.9% |
| 30D | +16.9% | -19.6% | +36.5% | +23.4% |
| 3M | +40.4% | -4.3% | +44.8% | +40.2% |
| 6M | +267.1% | -20.4% | +287.5% | +283.4% |
| YTD | +329.1% | -21.9% | +351.0% | +347.9% |
| 1Y | +346.9% | -45.2% | +392.1% | +417.7% |
| All | +678.3% | -50.0% | +728.3% | +816.5% |
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