+92.8%
META vs DELL
+435.9%
-343.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +11.8% | -13.7% | -3.6% |
| 7D | -0.2% | +0.4% | -0.5% | -0.5% |
| 30D | -15.4% | -35.1% | +19.8% | -10.7% |
| 3M | +5.0% | -15.1% | +20.2% | +6.2% |
| 6M | +5.2% | +51.7% | -46.5% | -6.3% |
| YTD | -4.5% | +200.0% | -204.5% | -27.6% |
| 1Y | +0.6% | +172.1% | -171.5% | -22.2% |
| All | +92.8% | +435.9% | -343.1% | +19.9% |
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