+377.0%
DELL vs KEY
+106.2%
+270.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +3.9% |
| 7D | -22.6% | -1.3% | -21.3% | -22.1% |
| 30D | -43.2% | +5.1% | -48.3% | -44.4% |
| 3M | -24.8% | -7.1% | -17.7% | -22.3% |
| 6M | +38.0% | -4.4% | +42.4% | +40.8% |
| YTD | +163.7% | +4.0% | +159.7% | +158.6% |
| 1Y | +122.5% | +23.4% | +99.1% | +102.1% |
| 3Y | +377.0% | +113.9% | +263.0% | +325.1% |
| All | +377.0% | +106.2% | +270.7% | +325.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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