+2,005.9%
DELL vs ACI
+17.4%
+1,988.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.3% | -4.1% | -5.3% |
| 7D | -1.9% | -7.1% | +5.2% | -1.5% |
| 30D | +14.9% | -4.5% | +19.4% | +15.1% |
| 3M | +37.2% | -22.3% | +59.5% | +39.1% |
| 6M | +254.0% | -28.4% | +282.4% | +260.5% |
| YTD | +306.1% | -29.5% | +335.7% | +313.7% |
| 1Y | +312.3% | -34.2% | +346.5% | +322.8% |
| 3Y | +654.0% | -45.7% | +699.7% | +688.2% |
| 5Y | +1,055.3% | -40.8% | +1,096.1% | +1,075.1% |
| All | +2,005.9% | +17.4% | +1,988.5% | +1,846.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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