+552.2%
DELL vs P
+247.4%
+304.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.5% | +0.1% | +2.0% |
| 7D | -22.6% | -23.8% | +1.2% | -11.5% |
| 30D | -43.2% | -36.6% | -6.6% | -28.8% |
| 3M | -24.8% | +10.9% | -35.7% | -28.7% |
| 6M | +38.0% | +30.0% | +8.0% | +21.4% |
| YTD | +163.7% | +44.4% | +119.4% | +119.1% |
| 1Y | +122.5% | +3.9% | +118.6% | +107.2% |
| 3Y | +377.0% | +176.6% | +200.4% | +177.2% |
| All | +552.2% | +247.4% | +304.8% | +241.6% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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