+143.3%
DELL vs SPOT
+0.4%
+142.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.6% | -13.4% | -8.6% |
| 7D | -24.6% | +16.6% | -41.2% | -24.4% |
| 30D | -32.5% | +29.9% | -62.4% | -32.8% |
| 3M | -20.2% | +31.3% | -51.5% | -20.9% |
| 6M | +76.5% | +43.2% | +33.3% | +69.5% |
| YTD | +198.9% | +8.1% | +190.8% | +191.4% |
| 1Y | +143.3% | -0.3% | +143.6% | +138.7% |
| All | +143.3% | +0.4% | +142.9% | +138.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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