+707.6%
DELL vs ACWI
+76.1%
+631.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.6% |
| 7D | +14.9% | +0.5% | +14.4% | +14.1% |
| 30D | +13.3% | +0.9% | +12.4% | +11.9% |
| 3M | +24.4% | +2.4% | +22.0% | +20.1% |
| 6M | +258.0% | +12.4% | +245.6% | +191.7% |
| YTD | +320.2% | +15.2% | +305.0% | +227.9% |
| 1Y | +319.1% | +22.7% | +296.3% | +190.3% |
| All | +707.6% | +76.1% | +631.5% | +237.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling