+4,681.2%
DELL vs ACGL
+286.9%
+4,394.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +2.1% |
| 7D | +14.9% | -0.7% | +15.6% | +15.2% |
| 30D | +13.3% | -1.0% | +14.3% | +13.5% |
| 3M | +24.4% | +11.0% | +13.3% | +18.3% |
| 6M | +258.0% | -0.3% | +258.3% | +253.7% |
| YTD | +320.2% | +2.3% | +317.9% | +309.5% |
| 1Y | +319.1% | +6.4% | +312.7% | +300.1% |
| 3Y | +706.5% | +34.0% | +672.6% | +574.8% |
| 5Y | +1,071.9% | +161.6% | +910.3% | +602.2% |
| 10Y | +4,683.5% | +278.6% | +4,404.9% | +2,436.2% |
| All | +4,681.2% | +286.9% | +4,394.4% | +2,418.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling