+911.5%
BE vs DELL
+2,106.2%
-1,194.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.5% | +5.9% | +6.6% |
| 7D | +20.0% | +14.9% | +5.1% | +10.8% |
| 30D | +7.9% | +13.3% | -5.4% | +0.3% |
| 3M | -13.2% | +24.4% | -37.6% | -22.4% |
| 6M | +53.5% | +258.0% | -204.5% | -28.6% |
| YTD | +191.0% | +320.2% | -129.2% | +18.9% |
| 1Y | +360.5% | +319.1% | +41.5% | +91.1% |
| 3Y | +1,568.0% | +706.5% | +861.5% | +276.2% |
| 5Y | +1,055.2% | +1,071.9% | -16.7% | +82.5% |
| All | +911.5% | +2,106.2% | -1,194.7% | -20.2% |
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