+1,122.0%
DELL vs C
+128.9%
+993.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.3% |
| 7D | +25.6% | +3.2% | +22.4% | +23.5% |
| 30D | +17.7% | +1.3% | +16.4% | +17.1% |
| 3M | +33.4% | +3.1% | +30.3% | +31.2% |
| 6M | +266.2% | +29.6% | +236.6% | +214.6% |
| YTD | +328.0% | +19.0% | +309.0% | +283.0% |
| 1Y | +339.6% | +45.6% | +293.9% | +245.9% |
| 3Y | +694.6% | +269.3% | +425.3% | +269.7% |
| 5Y | +1,122.0% | +131.6% | +990.4% | +617.1% |
| All | +1,122.0% | +128.9% | +993.1% | +617.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling