+312.3%
DELL vs O
+5.5%
+306.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.5% | -5.9% |
| 7D | -1.9% | -3.5% | +1.6% | -4.1% |
| 30D | +14.9% | -3.3% | +18.2% | +12.4% |
| 3M | +37.2% | -2.8% | +40.1% | +34.7% |
| 6M | +254.0% | -5.8% | +259.7% | +253.5% |
| YTD | +306.1% | +9.4% | +296.8% | +318.7% |
| 1Y | +312.3% | +5.7% | +306.6% | +320.6% |
| All | +312.3% | +5.5% | +306.7% | +320.6% |
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