+145.2%
GOOGL vs DELL
+647.5%
-502.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.3% | +5.9% | +1.1% |
| 7D | -2.8% | -1.9% | -0.9% | -2.7% |
| 30D | -3.2% | +14.9% | -18.1% | -4.7% |
| 3M | -6.6% | +37.2% | -43.8% | -10.2% |
| 6M | +8.5% | +254.0% | -245.5% | -9.2% |
| YTD | +6.5% | +306.1% | -299.7% | -13.1% |
| 1Y | +39.4% | +312.3% | -272.8% | +12.8% |
| All | +145.2% | +647.5% | -502.2% | +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