+319.1%
DELL vs IT
-24.5%
+343.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.6% | +6.1% | +1.6% |
| 7D | +14.9% | -6.0% | +20.9% | +15.1% |
| 30D | +13.3% | 0.0% | +13.3% | +13.3% |
| 3M | +24.4% | +13.1% | +11.3% | +25.9% |
| 6M | +258.0% | +11.7% | +246.3% | +262.3% |
| YTD | +320.2% | -26.1% | +346.3% | +322.7% |
| 1Y | +319.1% | -21.3% | +340.3% | +329.0% |
| All | +319.1% | -24.5% | +343.5% | +329.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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