+4,177.7%
DELL vs B
+200.3%
+3,977.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | +0.1% |
| 7D | +8.7% | +1.0% | +7.7% | +8.6% |
| 30D | +16.9% | +9.5% | +7.4% | +15.2% |
| 3M | +40.4% | +14.3% | +26.1% | +37.2% |
| 6M | +267.1% | -1.9% | +268.9% | +265.4% |
| YTD | +329.1% | +4.1% | +325.0% | +323.9% |
| 1Y | +346.9% | +56.1% | +290.8% | +318.7% |
| 3Y | +696.6% | +202.0% | +494.6% | +582.3% |
| 5Y | +1,106.2% | +158.8% | +947.4% | +933.0% |
| 10Y | +4,177.7% | +211.9% | +3,965.8% | +3,659.2% |
| All | +4,177.7% | +200.3% | +3,977.5% | +3,659.2% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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