+366.0%
WDC vs DELL
+359.9%
+6.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +12.0% | -15.0% | -6.5% |
| 7D | -4.3% | +8.2% | -12.5% | -6.8% |
| 30D | -1.5% | +17.1% | -18.6% | -6.6% |
| 3M | -15.5% | +45.2% | -60.6% | -24.3% |
| 6M | +66.5% | +286.8% | -220.3% | +16.0% |
| YTD | +159.9% | +354.8% | -194.9% | +72.8% |
| 1Y | +366.0% | +358.3% | +7.7% | +209.4% |
| All | +366.0% | +359.9% | +6.0% | +209.4% |
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