+1,615.2%
DELL vs U
-44.5%
+1,659.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.6% |
| 7D | +14.9% | -3.8% | +18.7% | +15.5% |
| 30D | +13.3% | +17.5% | -4.2% | +10.5% |
| 3M | +24.4% | +38.7% | -14.3% | +18.5% |
| 6M | +258.0% | +104.4% | +153.6% | +223.4% |
| YTD | +320.2% | -5.7% | +325.9% | +314.6% |
| 1Y | +319.1% | +3.7% | +315.4% | +304.4% |
| 3Y | +706.5% | +12.3% | +694.2% | +632.1% |
| 5Y | +1,071.9% | -68.8% | +1,140.7% | +994.1% |
| All | +1,615.2% | -44.5% | +1,659.7% | +1,427.4% |
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