+1,341.2%
MU vs DELL
+707.5%
+633.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.5% | -2.5% |
| 7D | +7.2% | +25.6% | -18.5% | -4.4% |
| 30D | +14.0% | +17.7% | -3.7% | +4.4% |
| 3M | +5.4% | +33.4% | -28.0% | -9.3% |
| 6M | +170.3% | +266.2% | -95.9% | +36.9% |
| YTD | +250.7% | +328.0% | -77.3% | +59.7% |
| 1Y | +662.1% | +339.6% | +322.5% | +238.5% |
| 3Y | +1,341.2% | +694.6% | +646.6% | +352.1% |
| All | +1,341.2% | +707.5% | +633.7% | +352.1% |
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