+2,876.0%
DELL vs ALL
+376.2%
+2,499.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -1.2% |
| 7D | +17.1% | 0.0% | +17.1% | +17.0% |
| 30D | -35.1% | +12.8% | -47.9% | -38.0% |
| 3M | -23.3% | +4.7% | -28.0% | -25.0% |
| 6M | +55.8% | +24.9% | +30.9% | +40.5% |
| YTD | +198.0% | +30.0% | +168.0% | +162.4% |
| 1Y | +166.6% | +29.9% | +136.6% | +134.7% |
| 3Y | +427.6% | +117.5% | +310.1% | +250.6% |
| 5Y | +630.6% | +161.7% | +469.0% | +322.6% |
| All | +2,876.0% | +376.2% | +2,499.7% | +1,289.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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