+145.8%
GOOG vs DELL
+737.0%
-591.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +12.0% | -10.4% | +0.4% |
| 7D | 0.0% | +8.2% | -8.2% | -0.8% |
| 30D | -2.0% | +17.1% | -19.0% | -3.6% |
| 3M | -5.9% | +45.2% | -51.0% | -9.9% |
| 6M | +8.9% | +286.8% | -277.9% | -9.2% |
| YTD | +7.1% | +354.8% | -347.7% | -13.2% |
| 1Y | +39.7% | +358.3% | -318.6% | +12.3% |
| 3Y | +145.8% | +724.9% | -579.1% | +63.5% |
| All | +145.8% | +737.0% | -591.1% | +63.5% |
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