+2,886.3%
DELL vs ACWI
+227.3%
+2,659.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +1.2% | +10.6% | +10.2% |
| 7D | +0.4% | -0.7% | +1.0% | +2.2% |
| 30D | -35.1% | -2.0% | -33.1% | -32.5% |
| 3M | -15.1% | -2.2% | -13.0% | -11.0% |
| 6M | +51.7% | +1.9% | +49.8% | +52.2% |
| YTD | +200.0% | +12.0% | +188.0% | +167.6% |
| 1Y | +172.1% | +12.5% | +159.6% | +142.0% |
| 3Y | +431.2% | +75.4% | +355.8% | +186.9% |
| 5Y | +633.1% | +61.5% | +571.6% | +337.5% |
| 10Y | +2,886.3% | +227.1% | +2,659.2% | +729.7% |
| All | +2,886.3% | +227.3% | +2,659.0% | +729.7% |
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 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