+2.8%
GLD vs DELL
+142.0%
-139.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -8.8% | +12.5% | +4.3% |
| 7D | -0.3% | -24.6% | +24.3% | +1.6% |
| 30D | -1.9% | -32.5% | +30.6% | +0.7% |
| 3M | -0.4% | -20.2% | +19.8% | +0.8% |
| 6M | -10.2% | +76.5% | -86.7% | -14.2% |
| YTD | -6.0% | +198.9% | -204.9% | -14.1% |
| 1Y | +2.8% | +143.3% | -140.5% | -4.8% |
| All | +2.8% | +142.0% | -139.2% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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