+312.3%
DELL vs GEN
+3.4%
+308.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.7% | -6.1% | -5.6% |
| 7D | -1.9% | -4.3% | +2.4% | -0.1% |
| 30D | +14.9% | +3.8% | +11.1% | +13.3% |
| 3M | +37.2% | +22.3% | +14.9% | +24.6% |
| 6M | +254.0% | +39.0% | +215.0% | +206.8% |
| YTD | +306.1% | +11.9% | +294.2% | +261.4% |
| 1Y | +312.3% | +4.5% | +307.8% | +260.0% |
| All | +312.3% | +3.4% | +308.8% | +260.0% |
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