+4,782.6%
DELL vs DE
+915.8%
+3,866.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | +8.7% | -3.0% | +11.8% | +10.3% |
| 30D | +16.9% | +11.1% | +5.7% | +10.9% |
| 3M | +40.4% | +17.6% | +22.8% | +29.3% |
| 6M | +267.1% | +13.6% | +253.5% | +241.2% |
| YTD | +329.1% | +46.3% | +282.8% | +251.6% |
| 1Y | +346.9% | +44.2% | +302.7% | +266.1% |
| 3Y | +696.6% | +76.6% | +620.1% | +483.4% |
| 5Y | +1,106.2% | +98.2% | +1,008.0% | +712.9% |
| 10Y | +4,177.7% | +863.5% | +3,314.2% | +1,512.0% |
| All | +4,782.6% | +915.8% | +3,866.8% | +1,718.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling