+319.1%
DELL vs SU
+70.8%
+248.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +1.3% |
| 7D | +14.9% | +2.9% | +12.0% | +15.2% |
| 30D | +13.3% | +7.2% | +6.1% | +14.0% |
| 3M | +24.4% | +2.8% | +21.6% | +24.8% |
| 6M | +258.0% | +18.2% | +239.8% | +240.4% |
| YTD | +320.2% | +54.0% | +266.2% | +303.7% |
| 1Y | +319.1% | +70.1% | +248.9% | +304.1% |
| All | +319.1% | +70.8% | +248.3% | +304.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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