+346.9%
DELL vs SPGI
-18.0%
+364.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.8% | +0.1% |
| 7D | +8.7% | -3.1% | +11.8% | +8.5% |
| 30D | +16.9% | +2.0% | +14.9% | +16.8% |
| 3M | +40.4% | +4.3% | +36.1% | +39.9% |
| 6M | +267.1% | -0.2% | +267.3% | +266.5% |
| YTD | +329.1% | -14.8% | +343.9% | +337.7% |
| 1Y | +346.9% | -18.5% | +365.5% | +365.3% |
| All | +346.9% | -18.0% | +364.9% | +365.3% |
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