+4,681.2%
DELL vs AR
+43.7%
+4,637.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.6% |
| 7D | +14.9% | +2.5% | +12.4% | +14.5% |
| 30D | +13.3% | +14.8% | -1.5% | +11.1% |
| 3M | +24.4% | +6.2% | +18.2% | +23.2% |
| 6M | +258.0% | +4.3% | +253.7% | +254.4% |
| YTD | +320.2% | +14.4% | +305.8% | +311.0% |
| 1Y | +319.1% | +21.3% | +297.7% | +306.2% |
| 3Y | +706.5% | +39.8% | +666.7% | +666.3% |
| 5Y | +1,071.9% | +142.1% | +929.8% | +949.0% |
| 10Y | +4,683.5% | +52.0% | +4,631.4% | +4,199.4% |
| All | +4,681.2% | +43.7% | +4,637.6% | +4,282.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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