+346.9%
DELL vs S
+5.0%
+341.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.2% |
| 7D | +8.7% | -1.2% | +10.0% | +9.0% |
| 30D | +16.9% | -12.6% | +29.4% | +20.0% |
| 3M | +40.4% | +27.6% | +12.9% | +35.0% |
| 6M | +267.1% | +35.5% | +231.6% | +239.2% |
| YTD | +329.1% | +29.6% | +299.5% | +296.3% |
| 1Y | +346.9% | +8.1% | +338.8% | +324.9% |
| All | +346.9% | +5.0% | +341.9% | +324.9% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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