+143.3%
DELL vs PWR
+31.4%
+111.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -11.7% | +2.8% | -2.9% |
| 7D | -24.6% | -4.4% | -20.2% | -22.8% |
| 30D | -32.5% | -15.1% | -17.4% | -26.7% |
| 3M | -20.2% | -16.2% | -4.0% | -13.1% |
| 6M | +76.5% | -23.3% | +99.8% | +93.9% |
| YTD | +198.9% | +37.6% | +161.3% | +146.6% |
| 1Y | +143.3% | +32.4% | +110.9% | +107.6% |
| All | +143.3% | +31.4% | +111.9% | +107.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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