+4,177.7%
DELL vs CI
+143.6%
+4,034.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | 0.0% |
| 7D | +8.7% | -1.1% | +9.9% | +9.0% |
| 30D | +16.9% | +0.5% | +16.4% | +16.7% |
| 3M | +40.4% | -5.2% | +45.6% | +41.6% |
| 6M | +267.1% | +4.3% | +262.7% | +259.3% |
| YTD | +329.1% | +2.8% | +326.3% | +321.0% |
| 1Y | +346.9% | -5.8% | +352.7% | +344.8% |
| 3Y | +696.6% | +4.7% | +691.9% | +626.7% |
| 5Y | +1,106.2% | +42.7% | +1,063.5% | +849.1% |
| 10Y | +4,177.7% | +141.0% | +4,036.8% | +2,781.8% |
| All | +4,177.7% | +143.6% | +4,034.1% | +2,781.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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