+4,782.6%
DELL vs BTG
+115.3%
+4,667.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | 0.0% |
| 7D | +8.7% | +2.4% | +6.3% | +8.4% |
| 30D | +16.9% | +9.5% | +7.4% | +15.4% |
| 3M | +40.4% | +38.5% | +1.9% | +33.8% |
| 6M | +267.1% | +5.6% | +261.4% | +260.8% |
| YTD | +329.1% | +23.9% | +305.2% | +312.8% |
| 1Y | +346.9% | +32.1% | +314.8% | +325.2% |
| 3Y | +696.6% | +103.2% | +593.4% | +607.9% |
| 5Y | +1,106.2% | +79.7% | +1,026.5% | +972.6% |
| 10Y | +4,177.7% | +159.1% | +4,018.6% | +3,802.9% |
| All | +4,782.6% | +115.3% | +4,667.3% | +4,433.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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