+228.8%
MU vs DELL
+149.0%
+79.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -7.2% | +4.7% | +0.4% |
| 7D | +12.8% | +4.9% | +7.9% | +10.8% |
| 30D | -14.9% | -32.1% | +17.2% | -1.9% |
| 3M | -18.0% | -30.2% | +12.2% | -7.6% |
| 6M | -3.1% | +41.7% | -44.8% | -10.4% |
| YTD | +172.9% | +176.6% | -3.7% | +125.0% |
| 1Y | +228.8% | +159.9% | +68.9% | +178.6% |
| All | +228.8% | +149.0% | +79.8% | +178.6% |
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