+1,106.2%
DELL vs BB
-25.5%
+1,131.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.6% |
| 7D | +8.7% | +1.8% | +6.9% | +8.2% |
| 30D | +16.9% | -12.2% | +29.1% | +20.6% |
| 3M | +40.4% | -12.3% | +52.8% | +43.8% |
| 6M | +267.1% | +122.7% | +144.4% | +204.2% |
| YTD | +329.1% | +104.5% | +224.6% | +261.8% |
| 1Y | +346.9% | +106.7% | +240.3% | +274.0% |
| 3Y | +696.6% | +70.0% | +626.7% | +563.0% |
| 5Y | +1,106.2% | -27.8% | +1,134.0% | +1,062.5% |
| All | +1,106.2% | -25.5% | +1,131.7% | +1,062.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling