+1,106.2%
DELL vs CIFR
+38.5%
+1,067.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -8.7% | +9.0% | +1.0% |
| 7D | +8.7% | +11.3% | -2.6% | +7.6% |
| 30D | +16.9% | +3.5% | +13.4% | +16.2% |
| 3M | +40.4% | -26.6% | +67.1% | +42.6% |
| 6M | +267.1% | +18.1% | +249.0% | +255.8% |
| YTD | +329.1% | +14.5% | +314.6% | +313.2% |
| 1Y | +346.9% | +83.3% | +263.6% | +308.2% |
| 3Y | +696.6% | +461.5% | +235.2% | +526.2% |
| 5Y | +1,106.2% | +29.3% | +1,076.9% | +812.7% |
| All | +1,106.2% | +38.5% | +1,067.7% | +812.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CIFR.
Daily Out/Under-Performance
Portfolio return minus CIFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIFR 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 CIFR 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