+143.3%
DELL vs V
+30.8%
+112.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.8% | -12.7% | -7.7% |
| 7D | -24.6% | +9.0% | -33.6% | -22.9% |
| 30D | -32.5% | +18.1% | -50.6% | -30.4% |
| 3M | -20.2% | +18.3% | -38.5% | -17.5% |
| 6M | +76.5% | +34.1% | +42.4% | +81.9% |
| YTD | +198.9% | +25.2% | +173.7% | +207.6% |
| 1Y | +143.3% | +29.3% | +114.0% | +157.8% |
| All | +143.3% | +30.8% | +112.5% | +157.8% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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