+976.6%
DELL vs U
-31.3%
+1,007.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.5% | -1.8% | +2.9% |
| 7D | -22.6% | +36.6% | -59.1% | -26.3% |
| 30D | -43.2% | +13.3% | -56.5% | -44.4% |
| 3M | -24.8% | +26.2% | -51.0% | -27.5% |
| 6M | +38.0% | +88.7% | -50.8% | +25.7% |
| YTD | +163.7% | +16.6% | +147.2% | +151.7% |
| 1Y | +122.5% | +29.0% | +93.6% | +109.1% |
| 3Y | +377.0% | +99.5% | +277.5% | +303.0% |
| 5Y | +542.6% | -66.1% | +608.7% | +484.3% |
| All | +976.6% | -31.3% | +1,007.9% | +827.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling