+27.4%
WMT vs DELL
+142.0%
-114.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -8.8% | +12.3% | +2.9% |
| 7D | +8.8% | -24.6% | +33.3% | +7.3% |
| 30D | +22.9% | -32.5% | +55.4% | +20.8% |
| 3M | +16.1% | -20.2% | +36.3% | +14.8% |
| 6M | -0.5% | +76.5% | -76.9% | +0.6% |
| YTD | +16.7% | +198.9% | -182.2% | +16.5% |
| 1Y | +27.4% | +143.3% | -116.0% | +25.7% |
| All | +27.4% | +142.0% | -114.7% | +25.7% |
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