+4,681.2%
DELL vs BN
+261.5%
+4,419.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +14.9% | -2.5% | +17.4% | +16.6% |
| 30D | +13.3% | -9.5% | +22.8% | +19.7% |
| 3M | +24.4% | -10.4% | +34.8% | +31.8% |
| 6M | +258.0% | -6.4% | +264.4% | +267.6% |
| YTD | +320.2% | -11.9% | +332.1% | +343.6% |
| 1Y | +319.1% | -8.6% | +327.7% | +333.3% |
| 3Y | +706.5% | +77.6% | +629.0% | +476.8% |
| 5Y | +1,071.9% | +37.0% | +1,034.9% | +842.0% |
| 10Y | +4,683.5% | +266.4% | +4,417.1% | +2,371.0% |
| All | +4,681.2% | +261.5% | +4,419.8% | +2,375.8% |
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