+51.7%
DELL vs SPOT
+46.8%
+5.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.5% | +11.3% | +11.9% |
| 7D | +0.4% | -3.0% | +3.3% | -0.8% |
| 30D | -35.1% | +15.2% | -50.3% | -31.4% |
| 3M | -15.1% | +21.6% | -36.7% | -8.3% |
| 6M | +51.7% | +45.2% | +6.5% | +64.1% |
| All | +51.7% | +46.8% | +5.0% | +64.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling