+5,074.9%
DELL vs DGX
+236.2%
+4,838.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.7% | +10.3% | +11.5% |
| 7D | +8.2% | -0.9% | +9.1% | +8.6% |
| 30D | +17.1% | -1.2% | +18.2% | +17.6% |
| 3M | +45.2% | +15.8% | +29.4% | +38.9% |
| 6M | +286.8% | +18.2% | +268.6% | +266.8% |
| YTD | +354.8% | +37.2% | +317.6% | +310.5% |
| 1Y | +358.3% | +30.4% | +327.9% | +318.5% |
| 3Y | +724.9% | +96.7% | +628.2% | +527.6% |
| 5Y | +1,193.7% | +67.2% | +1,126.5% | +935.4% |
| 10Y | +4,433.8% | +253.9% | +4,179.9% | +2,390.8% |
| All | +5,074.9% | +236.2% | +4,838.7% | +2,843.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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