+4,177.7%
DELL vs C
+288.6%
+3,889.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.1% |
| 7D | +8.7% | +2.6% | +6.2% | +7.4% |
| 30D | +16.9% | +1.9% | +15.0% | +16.1% |
| 3M | +40.4% | +2.8% | +37.6% | +38.8% |
| 6M | +267.1% | +30.6% | +236.5% | +221.8% |
| YTD | +329.1% | +19.9% | +309.2% | +289.6% |
| 1Y | +346.9% | +44.6% | +302.4% | +268.4% |
| 3Y | +696.6% | +272.1% | +424.5% | +319.4% |
| 5Y | +1,106.2% | +132.0% | +974.2% | +674.1% |
| 10Y | +4,177.7% | +294.7% | +3,883.1% | +2,100.0% |
| All | +4,177.7% | +288.6% | +3,889.1% | +2,100.0% |
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