+1,227.8%
BE vs DELL
+1,129.8%
+98.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.3% | -3.1% | -3.0% |
| 7D | +23.9% | +8.7% | +15.2% | +20.0% |
| 30D | +27.8% | +16.9% | +10.9% | +19.5% |
| 3M | +3.7% | +40.4% | -36.7% | -9.0% |
| 6M | +78.0% | +267.1% | -189.1% | -1.2% |
| YTD | +209.9% | +329.1% | -119.2% | +56.3% |
| 1Y | +389.6% | +346.9% | +42.7% | +146.2% |
| 3Y | +1,730.6% | +696.6% | +1,034.0% | +510.4% |
| 5Y | +1,227.8% | +1,106.2% | +121.6% | +198.0% |
| All | +1,227.8% | +1,129.8% | +98.0% | +198.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling