+3.6%
GOOG vs DELL
+142.0%
-138.4%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -8.8% | +12.1% | +3.5% |
| 7D | -10.7% | -24.6% | +13.8% | -9.8% |
| 30D | -16.4% | -32.5% | +16.0% | -15.4% |
| 3M | -23.4% | -20.2% | -3.2% | -22.8% |
| 6M | -24.2% | +76.5% | -100.7% | -25.8% |
| YTD | -8.3% | +198.9% | -207.2% | -12.7% |
| 1Y | +3.6% | +143.3% | -139.7% | -0.4% |
| All | +3.6% | +142.0% | -138.4% | -0.4% |
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