+678.3%
DELL vs WU
-28.6%
+707.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +0.5% |
| 7D | +8.7% | -4.9% | +13.7% | +10.1% |
| 30D | +16.9% | -1.3% | +18.2% | +17.4% |
| 3M | +40.4% | -3.6% | +44.0% | +39.1% |
| 6M | +267.1% | -24.3% | +291.4% | +288.9% |
| YTD | +329.1% | -21.1% | +350.2% | +349.3% |
| 1Y | +346.9% | -10.3% | +357.2% | +349.7% |
| All | +678.3% | -28.6% | +707.0% | +713.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling