+724.9%
DELL vs TRV
+146.6%
+578.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.1% | +9.9% | +11.9% |
| 7D | +8.2% | +1.9% | +6.3% | +8.2% |
| 30D | +17.1% | +1.7% | +15.4% | +17.0% |
| 3M | +45.2% | +23.9% | +21.3% | +43.3% |
| 6M | +286.8% | +26.3% | +260.5% | +281.3% |
| YTD | +354.8% | +30.8% | +324.0% | +346.1% |
| 1Y | +358.3% | +36.3% | +321.9% | +346.9% |
| 3Y | +724.9% | +145.0% | +579.9% | +691.3% |
| All | +724.9% | +146.6% | +578.3% | +691.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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