+3,922.7%
DELL vs BN
+263.5%
+3,659.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.1% | -4.7% |
| 7D | -1.9% | -5.9% | +4.0% | +1.4% |
| 30D | +14.9% | -15.1% | +30.0% | +25.6% |
| 3M | +37.2% | -14.6% | +51.8% | +49.2% |
| 6M | +254.0% | -8.4% | +262.4% | +267.9% |
| YTD | +306.1% | -16.8% | +323.0% | +342.4% |
| 1Y | +312.3% | -14.4% | +326.6% | +341.6% |
| 3Y | +654.0% | +70.1% | +583.9% | +451.5% |
| 5Y | +1,055.3% | +33.5% | +1,021.8% | +841.7% |
| All | +3,922.7% | +263.5% | +3,659.2% | +1,984.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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