+417.4%
WDC vs DELL
+328.0%
+89.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.5% | +4.4% | +5.4% |
| 7D | +1.7% | +14.9% | -13.1% | -2.9% |
| 30D | -10.0% | +13.3% | -23.2% | -13.6% |
| 3M | -18.8% | +24.4% | -43.1% | -24.2% |
| 6M | +79.0% | +258.0% | -179.0% | +28.5% |
| YTD | +171.6% | +320.2% | -148.6% | +86.3% |
| 1Y | +417.4% | +319.1% | +98.3% | +231.0% |
| All | +417.4% | +328.0% | +89.4% | +231.0% |
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