+1,145.9%
DELL vs BTDR
+20.7%
+1,125.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.7% | +8.2% | +11.6% |
| 7D | +8.2% | -3.4% | +11.6% | +8.6% |
| 30D | +17.1% | +32.6% | -15.5% | +13.9% |
| 3M | +45.2% | -32.2% | +77.4% | +48.7% |
| 6M | +286.8% | +52.4% | +234.4% | +269.4% |
| YTD | +354.8% | +6.7% | +348.1% | +344.0% |
| 1Y | +358.3% | -15.2% | +373.5% | +349.9% |
| 3Y | +724.9% | +14.9% | +710.0% | +661.9% |
| All | +1,145.9% | +20.7% | +1,125.3% | +1,012.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 5y: compounded portfolio wealth divided by compounded BTDR 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…
5y analysis · Full analysis span regression · 6 months rolling