+46.9%
DELL vs LIN
+6.1%
+40.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -0.7% | -14.2% | -15.4% |
| 7D | -33.4% | +3.6% | -36.9% | -31.3% |
| 30D | -44.7% | +6.4% | -51.1% | -42.1% |
| 3M | -31.4% | +6.5% | -37.9% | -28.3% |
| 6M | +46.9% | +4.9% | +42.1% | +55.7% |
| All | +46.9% | +6.1% | +40.9% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 6mo: compounded portfolio wealth divided by compounded LIN 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…
6mo analysis · Full analysis span regression · 6 months rolling