+569.8%
DELL vs DOW
-28.2%
+598.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.3% | -6.8% | -7.1% |
| 7D | +4.9% | +5.2% | -0.4% | +3.1% |
| 30D | -32.1% | +13.2% | -45.3% | -35.1% |
| 3M | -30.2% | +10.1% | -40.3% | -33.0% |
| 6M | +41.7% | -13.1% | +54.8% | +48.2% |
| YTD | +176.6% | +46.1% | +130.5% | +121.8% |
| 1Y | +159.9% | +50.0% | +109.9% | +105.6% |
| 3Y | +388.0% | -20.2% | +408.2% | +406.7% |
| All | +569.8% | -28.2% | +598.0% | +628.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 5y: compounded portfolio wealth divided by compounded DOW 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…
5y analysis · Full analysis span regression · 6 months rolling