+143.3%
DELL vs WM
+21.9%
+121.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.6% | -10.5% | -7.2% |
| 7D | -24.6% | +5.9% | -30.5% | -19.9% |
| 30D | -32.5% | +15.4% | -47.9% | -22.0% |
| 3M | -20.2% | +6.3% | -26.5% | -13.3% |
| 6M | +76.5% | +5.6% | +70.9% | +97.8% |
| YTD | +198.9% | +9.9% | +189.0% | +244.9% |
| 1Y | +143.3% | +20.8% | +122.5% | +196.3% |
| All | +143.3% | +21.9% | +121.4% | +196.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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