+400.9%
DELL vs T
+61.6%
+339.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +5.7% |
| 7D | -11.8% | +1.7% | -13.5% | -11.2% |
| 30D | -40.8% | -1.7% | -39.1% | -40.8% |
| 3M | -23.6% | -7.3% | -16.2% | -24.7% |
| 6M | +33.4% | -11.2% | +44.6% | +30.8% |
| YTD | +178.0% | -8.1% | +186.1% | +176.4% |
| 1Y | +138.6% | -8.0% | +146.6% | +137.5% |
| 3Y | +400.9% | +62.1% | +338.8% | +549.5% |
| All | +400.9% | +61.6% | +339.3% | +549.5% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 3y: compounded portfolio wealth divided by compounded T 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…
3y analysis · Full analysis span regression · 6 months rolling