+143.5%
DELL vs V
+27.3%
+116.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.4% |
| 7D | -18.1% | +0.8% | -18.9% | -17.7% |
| 30D | -42.9% | +9.9% | -52.8% | -41.7% |
| 3M | -26.9% | +17.5% | -44.4% | -24.6% |
| 6M | +28.8% | +33.5% | -4.7% | +31.1% |
| YTD | +168.4% | +21.6% | +146.9% | +175.2% |
| All | +143.5% | +27.3% | +116.2% | +155.5% |
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