+143.3%
DELL vs U
+17.5%
+125.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.9% | -13.7% | -9.6% |
| 7D | -24.6% | +7.5% | -32.1% | -25.5% |
| 30D | -32.5% | -7.0% | -25.4% | -31.7% |
| 3M | -20.2% | +20.6% | -40.8% | -22.0% |
| 6M | +76.5% | +53.2% | +23.3% | +68.2% |
| YTD | +198.9% | -3.9% | +202.8% | +198.9% |
| 1Y | +143.3% | +18.4% | +125.0% | +139.0% |
| All | +143.3% | +17.5% | +125.8% | +139.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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