+2,954.5%
DELL vs DAR
+265.0%
+2,689.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.8% | -1.6% | -2.9% |
| 7D | -18.1% | -3.8% | -14.3% | -16.9% |
| 30D | -42.9% | -14.4% | -28.4% | -39.8% |
| 3M | -26.9% | -17.9% | -8.9% | -22.3% |
| 6M | +28.8% | -18.3% | +47.1% | +36.7% |
| YTD | +168.4% | +43.2% | +125.2% | +137.6% |
| 1Y | +136.8% | +57.7% | +79.1% | +102.8% |
| 3Y | +375.3% | +22.7% | +352.6% | +317.9% |
| 5Y | +551.0% | -34.0% | +585.0% | +584.3% |
| 10Y | +2,566.3% | +279.5% | +2,286.8% | +1,250.4% |
| All | +2,954.5% | +265.0% | +2,689.5% | +1,485.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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