+4,404.4%
DELL vs DE
+863.9%
+3,540.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.3% | +12.3% | +12.1% |
| 7D | +8.2% | -2.6% | +10.8% | +9.5% |
| 30D | +17.1% | +9.0% | +8.1% | +12.0% |
| 3M | +45.2% | +19.1% | +26.0% | +32.6% |
| 6M | +286.8% | +14.4% | +272.4% | +257.8% |
| YTD | +354.8% | +45.9% | +308.8% | +271.8% |
| 1Y | +358.3% | +43.6% | +314.7% | +274.9% |
| 3Y | +724.9% | +75.9% | +649.0% | +501.9% |
| 5Y | +1,193.7% | +98.8% | +1,094.9% | +763.8% |
| All | +4,404.4% | +863.9% | +3,540.5% | +1,589.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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