+375.2%
DELL vs U
+90.7%
+284.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.5% | -1.8% | +2.7% |
| 7D | -22.6% | +36.6% | -59.1% | -27.2% |
| 30D | -43.2% | +13.3% | -56.5% | -44.6% |
| 3M | -24.8% | +26.2% | -51.0% | -28.2% |
| 6M | +38.0% | +88.7% | -50.8% | +22.7% |
| YTD | +163.7% | +16.6% | +147.2% | +151.1% |
| 1Y | +122.5% | +29.0% | +93.6% | +107.3% |
| All | +375.2% | +90.7% | +284.5% | +300.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling