+319.1%
DELL vs VRSK
-30.3%
+349.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.5% | +4.0% | +0.8% |
| 7D | +14.9% | -3.1% | +18.0% | +13.9% |
| 30D | +13.3% | -1.6% | +14.8% | +13.1% |
| 3M | +24.4% | +3.5% | +20.9% | +24.1% |
| 6M | +258.0% | -13.4% | +271.4% | +253.4% |
| YTD | +320.2% | -16.5% | +336.7% | +314.5% |
| 1Y | +319.1% | -30.6% | +349.6% | +318.1% |
| All | +319.1% | -30.3% | +349.3% | +318.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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