+258.0%
DELL vs V
+17.1%
+240.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.0% |
| 7D | +14.9% | -1.7% | +16.6% | +13.3% |
| 30D | +13.3% | +2.0% | +11.3% | +15.0% |
| 3M | +24.4% | +17.4% | +7.0% | +34.8% |
| 6M | +258.0% | +17.5% | +240.5% | +287.5% |
| All | +258.0% | +17.1% | +240.9% | +287.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling