+678.3%
DELL vs O
+28.0%
+650.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.7% | -0.2% |
| 7D | +8.7% | -2.3% | +11.0% | +7.9% |
| 30D | +16.9% | -2.4% | +19.3% | +16.0% |
| 3M | +40.4% | -0.6% | +41.0% | +40.2% |
| 6M | +267.1% | -5.0% | +272.1% | +264.9% |
| YTD | +329.1% | +10.4% | +318.7% | +340.9% |
| 1Y | +346.9% | +6.6% | +340.4% | +355.9% |
| All | +678.3% | +28.0% | +650.3% | +753.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling