+265.1%
MU vs DELL
+142.0%
+123.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -8.8% | +1.8% | -3.9% |
| 7D | -19.1% | -24.6% | +5.5% | -10.8% |
| 30D | -25.2% | -32.5% | +7.2% | -14.8% |
| 3M | -10.9% | -20.2% | +9.3% | -5.2% |
| 6M | +38.0% | +76.5% | -38.5% | +19.4% |
| YTD | +178.8% | +198.9% | -20.1% | +121.7% |
| 1Y | +265.1% | +143.3% | +121.8% | +221.6% |
| All | +265.1% | +142.0% | +123.1% | +221.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling