+143.3%
DELL vs SU
+88.1%
+55.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.5% | -4.3% | -9.4% |
| 7D | -24.6% | -7.1% | -17.5% | -25.3% |
| 30D | -32.5% | +4.8% | -37.2% | -31.6% |
| 3M | -20.2% | +12.5% | -32.7% | -18.3% |
| 6M | +76.5% | +6.5% | +70.0% | +80.0% |
| YTD | +198.9% | +65.8% | +133.1% | +188.8% |
| 1Y | +143.3% | +86.2% | +57.2% | +146.3% |
| All | +143.3% | +88.1% | +55.2% | +146.3% |
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