+319.1%
DELL vs O
+11.2%
+307.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.0% |
| 7D | +14.9% | -0.7% | +15.6% | +14.3% |
| 30D | +13.3% | -1.9% | +15.2% | +11.8% |
| 3M | +24.4% | +3.8% | +20.6% | +26.3% |
| 6M | +258.0% | -4.7% | +262.8% | +263.5% |
| YTD | +320.2% | +12.5% | +307.7% | +342.6% |
| 1Y | +319.1% | +10.8% | +308.2% | +336.9% |
| All | +319.1% | +11.2% | +307.8% | +336.9% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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