+143.3%
DELL vs ACWI
+14.9%
+128.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.7% | -10.5% | -12.4% |
| 7D | -24.6% | -0.5% | -24.1% | -23.7% |
| 30D | -32.5% | -1.6% | -30.9% | -29.6% |
| 3M | -20.2% | -1.3% | -18.9% | -16.7% |
| 6M | +76.5% | +5.8% | +70.6% | +65.7% |
| YTD | +198.9% | +12.7% | +186.2% | +157.6% |
| 1Y | +143.3% | +15.0% | +128.3% | +102.7% |
| All | +143.3% | +14.9% | +128.4% | +102.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling