+319.1%
DELL vs GEN
+5.4%
+313.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +2.4% |
| 7D | +14.9% | -1.2% | +16.1% | +15.6% |
| 30D | +13.3% | +10.1% | +3.1% | +9.2% |
| 3M | +24.4% | +16.1% | +8.3% | +17.2% |
| 6M | +258.0% | +38.9% | +219.2% | +210.1% |
| YTD | +320.2% | +14.4% | +305.8% | +269.9% |
| 1Y | +319.1% | +5.9% | +313.2% | +256.5% |
| All | +319.1% | +5.4% | +313.6% | +256.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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