+4,681.2%
DELL vs BP
+126.4%
+4,554.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.3% |
| 7D | +14.9% | +3.9% | +10.9% | +12.9% |
| 30D | +13.3% | +7.6% | +5.7% | +9.5% |
| 3M | +24.4% | +0.7% | +23.7% | +22.9% |
| 6M | +258.0% | +15.5% | +242.5% | +230.8% |
| YTD | +320.2% | +30.8% | +289.4% | +268.3% |
| 1Y | +319.1% | +34.3% | +284.8% | +261.8% |
| 3Y | +706.5% | +35.1% | +671.5% | +586.1% |
| 5Y | +1,071.9% | +126.8% | +945.1% | +692.3% |
| 10Y | +4,683.5% | +123.4% | +4,560.1% | +3,159.5% |
| All | +4,681.2% | +126.4% | +4,554.9% | +3,133.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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