+2,662.4%
DELL vs A
+302.9%
+2,359.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.5% | -7.7% | -7.5% |
| 7D | +4.9% | -0.5% | +5.3% | +5.1% |
| 30D | -32.1% | 0.0% | -32.1% | -31.7% |
| 3M | -30.2% | +16.7% | -46.9% | -35.5% |
| 6M | +41.7% | +54.8% | -13.1% | +11.7% |
| YTD | +176.6% | +28.8% | +147.8% | +138.9% |
| 1Y | +159.9% | +19.3% | +140.6% | +134.0% |
| 3Y | +388.0% | +65.5% | +322.4% | +260.1% |
| 5Y | +578.2% | +12.1% | +566.1% | +501.1% |
| All | +2,662.4% | +302.9% | +2,359.5% | +1,122.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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