+319.1%
DELL vs SPGI
-12.7%
+331.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +1.4% |
| 7D | +14.9% | +0.1% | +14.7% | +14.9% |
| 30D | +13.3% | +8.4% | +4.9% | +13.7% |
| 3M | +24.4% | +11.8% | +12.6% | +24.3% |
| 6M | +258.0% | +5.7% | +252.3% | +259.0% |
| YTD | +320.2% | -9.7% | +329.9% | +329.8% |
| 1Y | +319.1% | -12.5% | +331.5% | +334.7% |
| All | +319.1% | -12.7% | +331.8% | +334.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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