+4,062.5%
DELL vs ACWI
+226.0%
+3,836.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.3% | +2.5% |
| 7D | +25.6% | +1.1% | +24.5% | +24.0% |
| 30D | +17.7% | -0.2% | +17.8% | +18.3% |
| 3M | +33.4% | +4.7% | +28.7% | +26.7% |
| 6M | +266.2% | +14.5% | +251.7% | +211.2% |
| YTD | +328.0% | +14.6% | +313.4% | +264.7% |
| 1Y | +339.6% | +21.4% | +318.1% | +249.4% |
| 3Y | +694.6% | +77.6% | +617.0% | +316.4% |
| 5Y | +1,122.0% | +68.1% | +1,053.9% | +585.0% |
| 10Y | +4,062.5% | +226.1% | +3,836.3% | +1,095.3% |
| All | +4,062.5% | +226.0% | +3,836.5% | +1,095.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling