+2,655.3%
DELL vs ACGL
+332.3%
+2,322.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +5.2% |
| 7D | -11.8% | -1.1% | -10.7% | -11.7% |
| 30D | -40.8% | +13.1% | -54.0% | -43.7% |
| 3M | -23.6% | +9.8% | -33.4% | -26.7% |
| 6M | +33.4% | +15.3% | +18.1% | +24.1% |
| YTD | +178.0% | +12.7% | +165.3% | +159.7% |
| 1Y | +138.6% | +20.7% | +117.8% | +116.4% |
| 3Y | +400.9% | +34.3% | +366.6% | +320.4% |
| 5Y | +580.7% | +170.6% | +410.1% | +301.2% |
| 10Y | +2,655.3% | +330.6% | +2,324.7% | +1,329.1% |
| All | +2,655.3% | +332.3% | +2,322.9% | +1,329.1% |
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