+143.3%
DELL vs W
+21.5%
+121.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +11.0% | -19.8% | -10.4% |
| 7D | -24.6% | +8.4% | -33.0% | -25.6% |
| 30D | -32.5% | +16.5% | -49.0% | -34.2% |
| 3M | -20.2% | +6.4% | -26.6% | -21.2% |
| 6M | +76.5% | +90.5% | -14.1% | +54.9% |
| YTD | +198.9% | +23.1% | +175.9% | +173.8% |
| 1Y | +143.3% | +24.3% | +119.1% | +122.7% |
| All | +143.3% | +21.5% | +121.9% | +122.7% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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