+2,901.0%
DELL vs C
+247.7%
+2,653.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.4% |
| 7D | -22.6% | -2.4% | -20.2% | -21.5% |
| 30D | -43.2% | -6.0% | -37.2% | -41.2% |
| 3M | -24.8% | -10.5% | -14.3% | -20.1% |
| 6M | +38.0% | -5.7% | +43.7% | +42.7% |
| YTD | +163.7% | +4.1% | +159.6% | +157.6% |
| 1Y | +122.5% | +20.5% | +102.1% | +102.2% |
| 3Y | +377.0% | +208.1% | +168.8% | +176.8% |
| 5Y | +542.6% | +110.4% | +432.1% | +335.4% |
| 10Y | +2,554.1% | +234.6% | +2,319.5% | +1,376.1% |
| All | +2,901.0% | +247.7% | +2,653.3% | +1,546.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling