+934.0%
BE vs DELL
+2,032.4%
-1,098.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.3% | +1.3% | -1.3% |
| 7D | +9.7% | -1.9% | +11.6% | +10.9% |
| 30D | +22.4% | +14.9% | +7.5% | +13.3% |
| 3M | +10.4% | +37.2% | -26.9% | -5.9% |
| 6M | +67.9% | +254.0% | -186.1% | -21.4% |
| YTD | +197.5% | +306.1% | -108.7% | +23.7% |
| 1Y | +310.6% | +312.3% | -1.7% | +71.5% |
| 3Y | +1,657.2% | +654.0% | +1,003.2% | +314.1% |
| 5Y | +1,218.2% | +1,055.3% | +162.8% | +108.6% |
| All | +934.0% | +2,032.4% | -1,098.5% | -16.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling