+126.0%
GOOGL vs DELL
+394.1%
-268.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.2% | +6.2% | -0.3% |
| 7D | +3.9% | +4.9% | -1.0% | +3.3% |
| 30D | -14.9% | -32.1% | +17.2% | -12.1% |
| 3M | -14.6% | -30.2% | +15.7% | -12.3% |
| 6M | -26.4% | +41.7% | -68.2% | -31.1% |
| YTD | -5.3% | +176.6% | -181.9% | -19.6% |
| 1Y | +6.5% | +159.9% | -153.5% | -9.0% |
| 3Y | +126.0% | +388.0% | -261.9% | +70.3% |
| All | +126.0% | +394.1% | -268.1% | +70.3% |
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