+375.3%
DELL vs GEN
+66.2%
+309.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.1% | -3.7% |
| 7D | -18.1% | +1.0% | -19.1% | -18.5% |
| 30D | -42.9% | +29.1% | -71.9% | -48.5% |
| 3M | -26.9% | +2.9% | -29.8% | -27.9% |
| 6M | +28.8% | +33.6% | -4.8% | +12.8% |
| YTD | +168.4% | +12.0% | +156.4% | +151.9% |
| 1Y | +136.8% | +16.2% | +120.6% | +118.3% |
| 3Y | +375.3% | +65.1% | +310.3% | +299.8% |
| All | +375.3% | +66.2% | +309.2% | +299.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling