+377.0%
DELL vs ACWI
+70.3%
+306.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | -22.6% | -2.4% | -20.2% | -18.2% |
| 30D | -43.2% | -5.2% | -38.0% | -35.6% |
| 3M | -24.8% | -4.8% | -20.0% | -14.8% |
| 6M | +38.0% | -1.3% | +39.3% | +47.2% |
| YTD | +163.7% | +8.4% | +155.3% | +135.5% |
| 1Y | +122.5% | +11.0% | +111.5% | +89.8% |
| 3Y | +377.0% | +70.6% | +306.4% | +113.5% |
| All | +377.0% | +70.3% | +306.6% | +113.5% |
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