+4,062.5%
DELL vs D
+35.9%
+4,026.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.8% |
| 7D | +25.6% | +0.8% | +24.9% | +25.5% |
| 30D | +17.7% | -0.7% | +18.4% | +17.8% |
| 3M | +33.4% | +2.1% | +31.3% | +32.9% |
| 6M | +266.2% | +6.8% | +259.4% | +261.1% |
| YTD | +328.0% | +16.5% | +311.5% | +316.1% |
| 1Y | +339.6% | +19.2% | +320.4% | +325.0% |
| 3Y | +694.6% | +61.9% | +632.7% | +603.4% |
| 5Y | +1,122.0% | +6.5% | +1,115.4% | +1,119.4% |
| 10Y | +4,062.5% | +35.3% | +4,027.2% | +3,756.1% |
| All | +4,062.5% | +35.9% | +4,026.6% | +3,756.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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