+143.3%
DELL vs GD
+9.0%
+134.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -2.6% | -6.3% | -8.3% |
| 7D | -24.6% | +3.0% | -27.6% | -24.9% |
| 30D | -32.5% | +10.5% | -43.0% | -33.9% |
| 3M | -20.2% | -5.0% | -15.2% | -18.5% |
| 6M | +76.5% | +5.5% | +71.0% | +74.8% |
| YTD | +198.9% | +10.3% | +188.6% | +195.2% |
| 1Y | +143.3% | +8.2% | +135.2% | +141.8% |
| All | +143.3% | +9.0% | +134.3% | +141.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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