+4,681.2%
DELL vs BB
-6.1%
+4,687.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +14.9% | -5.6% | +20.5% | +16.1% |
| 30D | +13.3% | -11.8% | +25.1% | +15.9% |
| 3M | +24.4% | -25.5% | +49.9% | +30.8% |
| 6M | +258.0% | +121.3% | +136.7% | +209.3% |
| YTD | +320.2% | +103.2% | +217.0% | +268.1% |
| 1Y | +319.1% | +102.6% | +216.4% | +265.9% |
| 3Y | +706.5% | +37.5% | +669.0% | +618.7% |
| 5Y | +1,071.9% | -30.4% | +1,102.4% | +1,018.8% |
| 10Y | +4,683.5% | 0.0% | +4,683.5% | +3,268.6% |
| All | +4,681.2% | -6.1% | +4,687.3% | +3,352.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling