+1,145.9%
DELL vs O
+15.7%
+1,130.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.1% | +12.1% | +12.0% |
| 7D | +8.2% | -2.9% | +11.1% | +8.4% |
| 30D | +17.1% | -4.5% | +21.6% | +17.3% |
| 3M | +45.2% | -2.6% | +47.8% | +45.0% |
| 6M | +286.8% | -5.6% | +292.4% | +288.0% |
| YTD | +354.8% | +9.3% | +345.5% | +347.0% |
| 1Y | +358.3% | +4.3% | +354.0% | +353.3% |
| 3Y | +724.9% | +27.4% | +697.5% | +665.5% |
| All | +1,145.9% | +15.7% | +1,130.2% | +1,140.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling