+2,662.4%
DELL vs C
+216.5%
+2,445.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | 0.0% | -7.1% | -7.2% |
| 7D | +4.9% | +4.2% | +0.7% | +2.9% |
| 30D | -32.1% | +2.0% | -34.1% | -32.5% |
| 3M | -30.2% | -10.1% | -20.1% | -26.0% |
| 6M | +41.7% | +1.0% | +40.7% | +42.2% |
| YTD | +176.6% | +8.5% | +168.1% | +164.8% |
| 1Y | +159.9% | +25.7% | +134.2% | +131.1% |
| 3Y | +388.0% | +216.0% | +172.0% | +178.5% |
| 5Y | +578.2% | +112.3% | +465.9% | +355.8% |
| All | +2,662.4% | +216.5% | +2,445.8% | +1,475.7% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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