+319.1%
DELL vs UL
-8.6%
+327.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +14.9% | -1.3% | +16.2% | +14.2% |
| 30D | +13.3% | +0.5% | +12.8% | +13.7% |
| 3M | +24.4% | +17.6% | +6.8% | +30.6% |
| 6M | +258.0% | -5.4% | +263.4% | +276.6% |
| YTD | +320.2% | +0.7% | +319.5% | +352.7% |
| 1Y | +319.1% | -9.3% | +328.3% | +380.7% |
| All | +319.1% | -8.6% | +327.7% | +380.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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