+172.1%
DELL vs MP
-42.0%
+214.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.7% | +11.0% | +11.5% |
| 7D | +0.4% | +2.3% | -1.9% | -0.2% |
| 30D | -35.1% | -15.3% | -19.8% | -30.9% |
| 3M | -15.1% | -33.5% | +18.4% | -2.8% |
| 6M | +51.7% | -45.5% | +97.2% | +77.9% |
| YTD | +200.0% | -27.3% | +227.3% | +220.5% |
| 1Y | +172.1% | -40.7% | +212.8% | +206.7% |
| All | +172.1% | -42.0% | +214.2% | +206.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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