+166.6%
DELL vs GD
+5.0%
+161.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.5% | -0.4% |
| 7D | +17.1% | +1.9% | +15.2% | +16.5% |
| 30D | -35.1% | +9.2% | -44.3% | -36.3% |
| 3M | -23.3% | -7.5% | -15.8% | -20.9% |
| 6M | +55.8% | +5.8% | +50.0% | +53.9% |
| YTD | +198.0% | +9.8% | +188.2% | +191.7% |
| 1Y | +166.6% | +5.8% | +160.8% | +170.9% |
| All | +166.6% | +5.0% | +161.5% | +170.9% |
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