+3,922.7%
DELL vs ALL
+361.5%
+3,561.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.6% | -5.1% |
| 7D | -1.9% | -4.3% | +2.4% | -0.4% |
| 30D | +14.9% | -3.6% | +18.5% | +16.2% |
| 3M | +37.2% | +13.2% | +24.0% | +29.6% |
| 6M | +254.0% | +22.5% | +231.5% | +221.9% |
| YTD | +306.1% | +22.7% | +283.4% | +267.2% |
| 1Y | +312.3% | +28.3% | +284.0% | +264.4% |
| 3Y | +654.0% | +152.0% | +502.0% | +361.6% |
| 5Y | +1,055.3% | +115.4% | +939.9% | +643.3% |
| All | +3,922.7% | +361.5% | +3,561.2% | +1,808.5% |
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