+319.1%
DELL vs MO
+10.1%
+309.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +0.7% |
| 7D | +14.9% | +0.3% | +14.5% | +15.3% |
| 30D | +13.3% | +0.6% | +12.6% | +14.3% |
| 3M | +24.4% | -1.0% | +25.4% | +25.5% |
| 6M | +258.0% | +4.3% | +253.7% | +266.3% |
| YTD | +320.2% | +23.3% | +296.9% | +339.2% |
| 1Y | +319.1% | +10.5% | +308.6% | +318.7% |
| All | +319.1% | +10.1% | +309.0% | +318.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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