+46.2%
MSFT vs DELL
+394.1%
-347.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.2% | +7.3% | +1.0% |
| 7D | -1.3% | +4.9% | -6.1% | -2.0% |
| 30D | -1.8% | -32.1% | +30.2% | +2.2% |
| 3M | +5.6% | -30.2% | +35.9% | +9.1% |
| 6M | +29.8% | +41.7% | -11.9% | +20.5% |
| YTD | +9.0% | +176.6% | -167.6% | -9.0% |
| 1Y | +4.9% | +159.9% | -155.0% | -11.7% |
| 3Y | +46.2% | +388.0% | -341.8% | +9.5% |
| All | +46.2% | +394.1% | -347.9% | +9.5% |
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