+1,915.6%
DELL vs SPOT
+267.2%
+1,648.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.5% | +11.3% | +11.6% |
| 7D | +0.4% | -3.0% | +3.3% | +1.1% |
| 30D | -35.1% | +15.2% | -50.3% | -37.6% |
| 3M | -15.1% | +21.6% | -36.7% | -19.8% |
| 6M | +51.7% | +45.2% | +6.5% | +36.0% |
| YTD | +200.0% | +4.9% | +195.1% | +188.3% |
| 1Y | +172.1% | -4.8% | +176.9% | +167.7% |
| 3Y | +431.2% | +256.3% | +175.0% | +277.7% |
| 5Y | +633.1% | +120.2% | +512.9% | +439.3% |
| All | +1,915.6% | +267.2% | +1,648.5% | +1,050.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling