+1,394.6%
WDC vs DELL
+689.7%
+704.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.8% | +0.9% |
| 7D | +7.5% | +8.7% | -1.3% | +3.9% |
| 30D | +10.1% | +16.9% | -6.8% | +2.7% |
| 3M | -6.8% | +40.4% | -47.2% | -18.6% |
| 6M | +84.1% | +267.1% | -182.9% | +4.4% |
| YTD | +180.3% | +329.1% | -148.8% | +45.8% |
| 1Y | +411.1% | +346.9% | +64.2% | +157.7% |
| All | +1,394.6% | +689.7% | +704.9% | +429.8% |
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