+3,313.5%
DELL vs ALL
+376.0%
+2,937.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.4% | +11.3% | +11.6% |
| 7D | +0.4% | -2.6% | +2.9% | +1.1% |
| 30D | -35.1% | +12.7% | -47.8% | -38.0% |
| 3M | -15.1% | +0.4% | -15.5% | -15.9% |
| 6M | +51.7% | +23.8% | +27.9% | +37.2% |
| YTD | +200.0% | +27.8% | +172.2% | +165.8% |
| 1Y | +172.1% | +28.9% | +143.3% | +140.2% |
| 3Y | +431.2% | +113.9% | +317.3% | +255.6% |
| 5Y | +633.1% | +157.4% | +475.7% | +327.6% |
| 10Y | +2,886.3% | +369.0% | +2,517.4% | +1,281.8% |
| All | +3,313.5% | +376.0% | +2,937.5% | +1,485.8% |
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