+4,782.6%
DELL vs BLK
+275.8%
+4,506.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +1.5% |
| 7D | +8.7% | -2.7% | +11.4% | +10.4% |
| 30D | +16.9% | -4.8% | +21.7% | +20.1% |
| 3M | +40.4% | +6.5% | +34.0% | +33.8% |
| 6M | +267.1% | +13.2% | +253.9% | +236.0% |
| YTD | +329.1% | +1.8% | +327.3% | +317.0% |
| 1Y | +346.9% | -1.0% | +347.9% | +339.8% |
| 3Y | +696.6% | +66.0% | +630.7% | +476.6% |
| 5Y | +1,106.2% | +31.2% | +1,074.9% | +875.8% |
| 10Y | +4,177.7% | +278.5% | +3,899.2% | +1,930.9% |
| All | +4,782.6% | +275.8% | +4,506.8% | +2,238.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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