+143.3%
DELL vs PSX
+97.5%
+45.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.5% | -4.3% | -8.5% |
| 7D | -24.6% | -5.2% | -19.4% | -24.2% |
| 30D | -32.5% | -3.7% | -28.7% | -32.4% |
| 3M | -20.2% | +26.8% | -47.0% | -22.0% |
| 6M | +76.5% | +47.3% | +29.2% | +69.4% |
| YTD | +198.9% | +105.4% | +93.5% | +173.9% |
| 1Y | +143.3% | +96.9% | +46.4% | +121.2% |
| All | +143.3% | +97.5% | +45.8% | +121.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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