+3,922.7%
DELL vs DIA
+250.4%
+3,672.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -4.6% |
| 7D | -1.9% | -3.0% | +1.1% | +1.6% |
| 30D | +14.9% | -3.0% | +17.9% | +19.2% |
| 3M | +37.2% | +4.5% | +32.7% | +30.9% |
| 6M | +254.0% | +9.8% | +244.2% | +220.9% |
| YTD | +306.1% | +9.3% | +296.9% | +271.0% |
| 1Y | +312.3% | +16.0% | +296.3% | +252.6% |
| 3Y | +654.0% | +57.7% | +596.3% | +370.1% |
| 5Y | +1,055.3% | +63.8% | +991.6% | +602.5% |
| All | +3,922.7% | +250.4% | +3,672.3% | +1,222.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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