+1,085.7%
DELL vs D
+5.6%
+1,080.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.5% |
| 7D | +14.9% | +1.5% | +13.4% | +15.0% |
| 30D | +13.3% | -2.6% | +15.9% | +13.0% |
| 3M | +24.4% | 0.0% | +24.4% | +24.5% |
| 6M | +258.0% | +7.4% | +250.7% | +260.3% |
| YTD | +320.2% | +15.9% | +304.3% | +325.1% |
| 1Y | +319.1% | +18.1% | +300.9% | +324.7% |
| 3Y | +706.5% | +58.4% | +648.2% | +719.4% |
| All | +1,085.7% | +5.6% | +1,080.1% | +1,202.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling