+358.3%
DELL vs SPOT
-25.0%
+383.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.8% | +11.2% | +11.9% |
| 7D | +8.2% | -3.1% | +11.3% | +8.5% |
| 30D | +17.1% | +7.4% | +9.7% | +16.4% |
| 3M | +45.2% | +8.2% | +37.0% | +43.6% |
| 6M | +286.8% | +2.2% | +284.6% | +284.8% |
| YTD | +354.8% | -9.5% | +364.2% | +345.1% |
| 1Y | +358.3% | -23.8% | +382.1% | +350.8% |
| All | +358.3% | -25.0% | +383.3% | +350.8% |
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