+4,062.5%
DELL vs ACGL
+263.8%
+3,798.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +2.7% |
| 7D | +25.6% | -2.9% | +28.6% | +26.9% |
| 30D | +17.7% | -2.8% | +20.5% | +18.7% |
| 3M | +33.4% | +6.8% | +26.6% | +28.9% |
| 6M | +266.2% | -1.5% | +267.7% | +263.1% |
| YTD | +328.0% | -0.2% | +328.2% | +320.7% |
| 1Y | +339.6% | +5.3% | +334.3% | +320.7% |
| 3Y | +694.6% | +30.3% | +664.3% | +571.4% |
| 5Y | +1,122.0% | +151.8% | +970.2% | +642.4% |
| 10Y | +4,062.5% | +266.9% | +3,795.6% | +2,084.2% |
| All | +4,062.5% | +263.8% | +3,798.7% | +2,084.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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