+4,681.2%
DELL vs ALL
+371.2%
+4,310.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +2.0% |
| 7D | +14.9% | 0.0% | +14.9% | +14.9% |
| 30D | +13.3% | -1.5% | +14.8% | +13.5% |
| 3M | +24.4% | +23.6% | +0.8% | +13.5% |
| 6M | +258.0% | +22.3% | +235.7% | +226.3% |
| YTD | +320.2% | +26.5% | +293.7% | +276.0% |
| 1Y | +319.1% | +27.0% | +292.1% | +273.0% |
| 3Y | +706.5% | +149.6% | +557.0% | +398.9% |
| 5Y | +1,071.9% | +118.1% | +953.8% | +654.4% |
| 10Y | +4,683.5% | +369.0% | +4,314.5% | +2,150.2% |
| All | +4,681.2% | +371.2% | +4,310.0% | +2,143.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling