+2,598.2%
AVGO vs DELL
+4,626.3%
-2,028.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.4% |
| 7D | -3.0% | +14.9% | -17.8% | -9.2% |
| 30D | -14.4% | +13.3% | -27.7% | -19.9% |
| 3M | -14.4% | +24.4% | -38.8% | -24.0% |
| 6M | +13.1% | +258.0% | -244.9% | -40.5% |
| YTD | +3.8% | +320.2% | -316.4% | -50.6% |
| 1Y | +17.8% | +319.1% | -301.3% | -44.4% |
| 3Y | +325.3% | +706.5% | -381.3% | +39.4% |
| 5Y | +689.9% | +1,071.9% | -382.0% | +105.5% |
| 10Y | +2,597.0% | +4,683.5% | -2,086.5% | +277.4% |
| All | +2,598.2% | +4,626.3% | -2,028.0% | +277.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling