+143.3%
DELL vs MKTX
+5.4%
+138.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | 0.0% | -8.8% | -8.8% |
| 7D | -24.6% | +0.5% | -25.1% | -24.7% |
| 30D | -32.5% | +1.0% | -33.4% | -32.6% |
| 3M | -20.2% | +2.5% | -22.7% | -20.5% |
| 6M | +76.5% | +8.0% | +68.4% | +76.4% |
| YTD | +198.9% | -7.3% | +206.2% | +219.4% |
| 1Y | +143.3% | +4.7% | +138.7% | +154.8% |
| All | +143.3% | +5.4% | +138.0% | +154.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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