+4,681.2%
DELL vs C
+300.0%
+4,381.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.7% |
| 7D | +14.9% | +3.6% | +11.3% | +13.0% |
| 30D | +13.3% | +0.1% | +13.2% | +13.6% |
| 3M | +24.4% | +2.4% | +22.0% | +23.2% |
| 6M | +258.0% | +24.9% | +233.1% | +220.5% |
| YTD | +320.2% | +19.8% | +300.4% | +281.7% |
| 1Y | +319.1% | +44.9% | +274.2% | +245.0% |
| 3Y | +706.5% | +263.0% | +443.6% | +329.5% |
| 5Y | +1,071.9% | +129.5% | +942.4% | +655.6% |
| 10Y | +4,683.5% | +291.6% | +4,391.9% | +2,380.9% |
| All | +4,681.2% | +300.0% | +4,381.2% | +2,339.8% |
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