+3,922.7%
DELL vs BBWI
-57.7%
+3,980.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.5% | -3.9% | -5.1% |
| 7D | -1.9% | -8.0% | +6.1% | -0.3% |
| 30D | +14.9% | -6.6% | +21.5% | +16.0% |
| 3M | +37.2% | -2.7% | +39.9% | +36.6% |
| 6M | +254.0% | -12.8% | +266.8% | +257.1% |
| YTD | +306.1% | -10.5% | +316.6% | +305.1% |
| 1Y | +312.3% | -35.3% | +347.6% | +334.8% |
| 3Y | +654.0% | -47.7% | +701.8% | +705.8% |
| 5Y | +1,055.3% | -68.9% | +1,124.2% | +1,215.2% |
| All | +3,922.7% | -57.7% | +3,980.4% | +3,305.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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