+159.9%
DELL vs PL
+12.6%
+147.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.6% | -6.5% | -7.0% |
| 7D | +4.9% | +10.0% | -5.2% | +2.6% |
| 30D | -32.1% | -2.3% | -29.8% | -31.7% |
| 3M | -30.2% | -44.2% | +14.0% | -23.4% |
| 6M | +41.7% | -66.1% | +107.8% | +61.7% |
| YTD | +176.6% | -30.0% | +206.6% | +208.6% |
| 1Y | +159.9% | +21.0% | +138.9% | +191.4% |
| All | +159.9% | +12.6% | +147.4% | +191.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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