+4,404.4%
DELL vs BNY
+416.3%
+3,988.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +11.9% | +12.0% |
| 7D | +8.2% | -1.3% | +9.6% | +9.0% |
| 30D | +17.1% | -0.2% | +17.3% | +17.3% |
| 3M | +45.2% | +14.9% | +30.2% | +34.5% |
| 6M | +286.8% | +40.0% | +246.8% | +223.0% |
| YTD | +354.8% | +42.0% | +312.8% | +276.3% |
| 1Y | +358.3% | +56.9% | +301.4% | +259.4% |
| 3Y | +724.9% | +289.9% | +435.0% | +306.0% |
| 5Y | +1,193.7% | +259.2% | +934.5% | +551.1% |
| All | +4,404.4% | +416.3% | +3,988.1% | +1,747.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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