+358.3%
DELL vs ON
+57.2%
+301.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +8.5% | +3.5% | +9.2% |
| 7D | +8.2% | +2.4% | +5.9% | +7.4% |
| 30D | +17.1% | -8.6% | +25.7% | +20.3% |
| 3M | +45.2% | -34.3% | +79.5% | +59.0% |
| 6M | +286.8% | +28.5% | +258.2% | +251.3% |
| YTD | +354.8% | +40.6% | +314.2% | +300.7% |
| 1Y | +358.3% | +55.3% | +302.9% | +288.8% |
| All | +358.3% | +57.2% | +301.1% | +288.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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