+319.1%
DELL vs MTB
+23.4%
+295.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +14.9% | +1.7% | +13.2% | +14.5% |
| 30D | +13.3% | -4.2% | +17.5% | +13.8% |
| 3M | +24.4% | +8.9% | +15.5% | +22.4% |
| 6M | +258.0% | +10.9% | +247.1% | +247.7% |
| YTD | +320.2% | +21.5% | +298.7% | +300.6% |
| 1Y | +319.1% | +21.9% | +297.1% | +275.6% |
| All | +319.1% | +23.4% | +295.7% | +275.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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