+74.4%
TSLA vs DELL
+394.1%
-319.7%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -7.2% | +5.4% | 0.0% |
| 7D | +8.9% | +4.9% | +4.1% | +7.5% |
| 30D | +6.3% | -32.1% | +38.4% | +16.0% |
| 3M | +14.8% | -30.2% | +45.0% | +23.4% |
| 6M | -12.4% | +41.7% | -54.1% | -24.4% |
| YTD | -13.2% | +176.6% | -189.8% | -40.8% |
| 1Y | -2.9% | +159.9% | -162.9% | -32.7% |
| 3Y | +74.4% | +388.0% | -313.5% | -2.2% |
| All | +74.4% | +394.1% | -319.7% | -2.2% |
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