+463.3%
GLW vs DELL
+707.5%
-244.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +1.9% | +5.7% | +7.1% |
| 7D | +14.0% | +25.6% | -11.6% | +7.5% |
| 30D | +0.4% | +17.7% | -17.3% | -4.0% |
| 3M | -11.3% | +33.4% | -44.8% | -17.5% |
| 6M | +35.1% | +266.2% | -231.1% | -2.5% |
| YTD | +90.5% | +328.0% | -237.5% | +32.1% |
| 1Y | +132.0% | +339.6% | -207.6% | +59.7% |
| 3Y | +463.3% | +694.6% | -231.3% | +240.8% |
| All | +463.3% | +707.5% | -244.2% | +240.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling