+4,782.6%
DELL vs BBY
+277.1%
+4,505.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.7% | +0.8% |
| 7D | +8.7% | +1.2% | +7.6% | +8.3% |
| 30D | +16.9% | +6.8% | +10.1% | +14.0% |
| 3M | +40.4% | +18.7% | +21.7% | +31.3% |
| 6M | +267.1% | +37.3% | +229.8% | +224.7% |
| YTD | +329.1% | +35.3% | +293.8% | +280.0% |
| 1Y | +346.9% | +20.7% | +326.3% | +311.2% |
| 3Y | +696.6% | +39.4% | +657.2% | +573.6% |
| 5Y | +1,106.2% | -1.5% | +1,107.7% | +1,009.4% |
| 10Y | +4,177.7% | +239.8% | +3,937.9% | +2,854.3% |
| All | +4,782.6% | +277.1% | +4,505.5% | +3,227.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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