+319.1%
DELL vs U
+6.4%
+312.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.6% |
| 7D | +14.9% | -3.8% | +18.7% | +15.3% |
| 30D | +13.3% | +17.5% | -4.2% | +11.2% |
| 3M | +24.4% | +38.7% | -14.3% | +19.9% |
| 6M | +258.0% | +104.4% | +153.6% | +240.4% |
| YTD | +320.2% | -5.7% | +325.9% | +316.8% |
| 1Y | +319.1% | +3.7% | +315.4% | +316.2% |
| All | +319.1% | +6.4% | +312.7% | +316.2% |
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