+358.3%
DELL vs OMC
+7.0%
+351.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.6% | +12.5% | +12.0% |
| 7D | +8.2% | -4.4% | +12.6% | +8.6% |
| 30D | +17.1% | -7.6% | +24.7% | +17.6% |
| 3M | +45.2% | +4.5% | +40.6% | +41.4% |
| 6M | +286.8% | -0.3% | +287.0% | +281.0% |
| YTD | +354.8% | -0.1% | +354.9% | +342.3% |
| 1Y | +358.3% | +4.6% | +353.6% | +343.1% |
| All | +358.3% | +7.0% | +351.2% | +343.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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