+122.5%
DELL vs PL
-3.5%
+126.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +10.4% | -6.7% | +1.4% |
| 7D | -22.6% | -6.8% | -15.7% | -21.2% |
| 30D | -43.2% | -29.3% | -13.9% | -39.2% |
| 3M | -24.8% | -44.8% | +19.9% | -16.5% |
| 6M | +38.0% | -68.4% | +106.4% | +61.0% |
| YTD | +163.7% | -36.4% | +200.1% | +197.4% |
| 1Y | +122.5% | +0.7% | +121.8% | +141.7% |
| All | +122.5% | -3.5% | +126.1% | +141.7% |
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