+3,047.2%
DELL vs BN
+268.1%
+2,779.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.6% | -5.6% | -6.3% |
| 7D | +4.9% | -1.0% | +5.9% | +5.5% |
| 30D | -32.1% | +14.0% | -46.0% | -37.3% |
| 3M | -30.2% | -9.0% | -21.2% | -27.0% |
| 6M | +41.7% | -8.8% | +50.5% | +47.3% |
| YTD | +176.6% | -10.3% | +186.8% | +187.3% |
| 1Y | +159.9% | -5.8% | +165.7% | +163.2% |
| 3Y | +388.0% | +94.8% | +293.2% | +232.2% |
| 5Y | +578.2% | +31.5% | +546.7% | +454.2% |
| 10Y | +2,653.4% | +291.9% | +2,361.5% | +1,280.7% |
| All | +3,047.2% | +268.1% | +2,779.1% | +1,503.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling