+4,681.2%
DELL vs A
+235.5%
+4,445.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.2% |
| 7D | +14.9% | -1.9% | +16.8% | +16.1% |
| 30D | +13.3% | +6.9% | +6.4% | +9.4% |
| 3M | +24.4% | +9.2% | +15.2% | +18.1% |
| 6M | +258.0% | +25.7% | +232.3% | +212.5% |
| YTD | +320.2% | +11.5% | +308.7% | +290.3% |
| 1Y | +319.1% | +18.4% | +300.7% | +276.5% |
| 3Y | +706.5% | +26.6% | +679.9% | +581.5% |
| 5Y | +1,071.9% | -12.8% | +1,084.7% | +1,080.2% |
| 10Y | +4,683.5% | +247.2% | +4,436.3% | +2,264.2% |
| All | +4,681.2% | +235.5% | +4,445.7% | +2,300.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling