+339.6%
DELL vs MP
-11.6%
+351.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.3% | +1.5% |
| 7D | +25.6% | +3.0% | +22.6% | +24.9% |
| 30D | +17.7% | +8.3% | +9.3% | +15.6% |
| 3M | +33.4% | -3.8% | +37.3% | +32.3% |
| 6M | +266.2% | -4.9% | +271.1% | +262.8% |
| YTD | +328.0% | +9.6% | +318.4% | +321.4% |
| 1Y | +339.6% | -11.7% | +351.3% | +336.7% |
| All | +339.6% | -11.6% | +351.2% | +336.7% |
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