+4,782.6%
DELL vs BR
+200.3%
+4,582.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +8.7% | -5.0% | +13.8% | +11.3% |
| 30D | +16.9% | -2.5% | +19.4% | +17.8% |
| 3M | +40.4% | +13.5% | +26.9% | +29.8% |
| 6M | +267.1% | -9.4% | +276.5% | +279.4% |
| YTD | +329.1% | -23.3% | +352.4% | +381.5% |
| 1Y | +346.9% | -31.6% | +378.5% | +432.2% |
| 3Y | +696.6% | -5.1% | +701.7% | +680.6% |
| 5Y | +1,106.2% | +8.2% | +1,098.0% | +976.2% |
| 10Y | +4,177.7% | +189.8% | +3,987.9% | +2,097.5% |
| All | +4,782.6% | +200.3% | +4,582.3% | +2,374.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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