+319.1%
DELL vs SPXU
-40.4%
+359.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +2.4% |
| 7D | +14.9% | -0.1% | +15.0% | +15.1% |
| 30D | +13.3% | +0.8% | +12.5% | +14.7% |
| 3M | +24.4% | -4.7% | +29.1% | +23.6% |
| 6M | +258.0% | -29.6% | +287.6% | +210.9% |
| YTD | +320.2% | -29.9% | +350.1% | +270.2% |
| 1Y | +319.1% | -39.1% | +358.1% | +240.7% |
| All | +319.1% | -40.4% | +359.4% | +240.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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