+694.6%
DELL vs V
+52.2%
+642.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +2.5% |
| 7D | +25.6% | -1.1% | +26.7% | +26.2% |
| 30D | +17.7% | +1.9% | +15.8% | +16.8% |
| 3M | +33.4% | +15.5% | +17.9% | +23.6% |
| 6M | +266.2% | +16.6% | +249.6% | +234.3% |
| YTD | +328.0% | +5.7% | +322.3% | +315.1% |
| 1Y | +339.6% | +8.6% | +331.0% | +317.9% |
| 3Y | +694.6% | +52.5% | +642.1% | +512.6% |
| All | +694.6% | +52.2% | +642.4% | +512.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling