+4,681.2%
DELL vs DG
+72.1%
+4,609.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.3% |
| 7D | +14.9% | +8.4% | +6.5% | +13.7% |
| 30D | +13.3% | +4.9% | +8.3% | +12.5% |
| 3M | +24.4% | +29.3% | -4.9% | +19.3% |
| 6M | +258.0% | -11.3% | +269.3% | +262.0% |
| YTD | +320.2% | +1.8% | +318.4% | +316.3% |
| 1Y | +319.1% | +25.3% | +293.7% | +301.2% |
| 3Y | +706.5% | +9.1% | +697.4% | +672.0% |
| 5Y | +1,071.9% | -34.9% | +1,106.8% | +1,167.4% |
| 10Y | +4,683.5% | +108.2% | +4,575.3% | +4,091.2% |
| All | +4,681.2% | +72.1% | +4,609.1% | +4,138.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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