+172.1%
DELL vs PL
+8.6%
+163.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.5% | +11.3% | +11.6% |
| 7D | +0.4% | +13.4% | -13.0% | -2.4% |
| 30D | -35.1% | -10.2% | -25.0% | -33.8% |
| 3M | -15.1% | -39.5% | +24.4% | -8.0% |
| 6M | +51.7% | -65.7% | +117.4% | +73.1% |
| YTD | +200.0% | -27.3% | +227.3% | +229.2% |
| 1Y | +172.1% | +15.0% | +157.1% | +187.5% |
| All | +172.1% | +8.6% | +163.5% | +187.5% |
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