+425.7%
DELL vs W
+160.9%
+264.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | -0.1% |
| 7D | +17.1% | -1.7% | +18.8% | +17.6% |
| 30D | -35.1% | +3.2% | -38.3% | -35.6% |
| 3M | -23.3% | +8.3% | -31.6% | -25.0% |
| 6M | +55.8% | +84.3% | -28.5% | +32.2% |
| YTD | +198.0% | +11.0% | +186.9% | +179.7% |
| 1Y | +166.6% | -0.2% | +166.8% | +156.1% |
| All | +425.7% | +160.9% | +264.8% | +265.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling