+159.9%
DELL vs V
+26.6%
+133.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.3% | -8.5% | -6.9% |
| 7D | +4.9% | +0.9% | +3.9% | +5.1% |
| 30D | -32.1% | +9.0% | -41.0% | -30.6% |
| 3M | -30.2% | +16.7% | -47.0% | -28.0% |
| 6M | +41.7% | +33.4% | +8.3% | +45.4% |
| YTD | +176.6% | +22.4% | +154.2% | +184.0% |
| 1Y | +159.9% | +27.7% | +132.3% | +167.8% |
| All | +159.9% | +26.6% | +133.4% | +167.8% |
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