+319.1%
DELL vs GM
+52.7%
+266.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.4% |
| 7D | +14.9% | +1.7% | +13.2% | +14.5% |
| 30D | +13.3% | -1.6% | +14.8% | +13.6% |
| 3M | +24.4% | +5.7% | +18.7% | +22.1% |
| 6M | +258.0% | +12.2% | +245.8% | +243.9% |
| YTD | +320.2% | +8.4% | +311.8% | +305.2% |
| 1Y | +319.1% | +52.3% | +266.8% | +296.3% |
| All | +319.1% | +52.7% | +266.4% | +296.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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