+3,922.7%
DELL vs A
+247.2%
+3,675.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.1% | -4.2% | -4.8% |
| 7D | -1.9% | -4.6% | +2.7% | +0.4% |
| 30D | +14.9% | -4.3% | +19.1% | +17.2% |
| 3M | +37.2% | +8.9% | +28.3% | +30.3% |
| 6M | +254.0% | +24.5% | +229.5% | +210.0% |
| YTD | +306.1% | +5.8% | +300.3% | +287.3% |
| 1Y | +312.3% | +16.2% | +296.0% | +273.4% |
| 3Y | +654.0% | +28.5% | +625.6% | +531.1% |
| 5Y | +1,055.3% | -16.3% | +1,071.7% | +1,087.1% |
| All | +3,922.7% | +247.2% | +3,675.5% | +1,900.0% |
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