+3,047.2%
DELL vs O
+47.4%
+2,999.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.7% | -6.4% | -7.0% |
| 7D | +4.9% | -0.4% | +5.2% | +5.0% |
| 30D | -32.1% | +7.1% | -39.2% | -33.7% |
| 3M | -30.2% | -5.2% | -25.0% | -29.3% |
| 6M | +41.7% | -1.8% | +43.5% | +40.9% |
| YTD | +176.6% | +9.1% | +167.5% | +164.9% |
| 1Y | +159.9% | +9.7% | +150.3% | +148.3% |
| 3Y | +388.0% | +39.1% | +348.8% | +314.2% |
| 5Y | +578.2% | +8.4% | +569.8% | +534.1% |
| 10Y | +2,653.4% | +80.2% | +2,573.2% | +2,035.6% |
| All | +3,047.2% | +47.4% | +2,999.7% | +2,469.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling