+668.0%
BE vs DELL
+1,352.2%
-684.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -7.2% | +2.3% | -1.0% |
| 7D | +10.8% | +4.9% | +6.0% | +8.5% |
| 30D | -19.8% | -32.1% | +12.3% | -0.7% |
| 3M | -18.7% | -30.2% | +11.5% | -1.2% |
| 6M | -33.7% | +41.7% | -75.4% | -46.9% |
| YTD | +121.0% | +176.6% | -55.6% | +14.1% |
| 1Y | +85.4% | +159.9% | -74.5% | -0.1% |
| 3Y | +1,709.5% | +388.0% | +1,321.5% | +451.2% |
| 5Y | +462.2% | +578.2% | -116.0% | +26.0% |
| All | +668.0% | +1,352.2% | -684.2% | -23.4% |
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