+143.3%
DELL vs SPY
+14.6%
+128.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.7% | -10.5% | -12.8% |
| 7D | -24.6% | -0.7% | -23.9% | -23.1% |
| 30D | -32.5% | -1.0% | -31.5% | -30.2% |
| 3M | -20.2% | -0.3% | -19.9% | -18.3% |
| 6M | +76.5% | +7.3% | +69.1% | +59.4% |
| YTD | +198.9% | +13.3% | +185.6% | +153.9% |
| 1Y | +143.3% | +14.8% | +128.5% | +103.1% |
| All | +143.3% | +14.6% | +128.7% | +103.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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