+143.3%
DELL vs WU
-18.0%
+161.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +5.4% | -14.3% | -9.5% |
| 7D | -24.6% | +8.2% | -32.8% | -25.5% |
| 30D | -32.5% | +8.0% | -40.5% | -33.4% |
| 3M | -20.2% | -6.6% | -13.6% | -18.8% |
| 6M | +76.5% | -23.3% | +99.7% | +84.7% |
| YTD | +198.9% | -22.4% | +221.3% | +212.5% |
| 1Y | +143.3% | -18.0% | +161.3% | +151.8% |
| All | +143.3% | -18.0% | +161.3% | +151.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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