+4,681.2%
DELL vs ED
+104.5%
+4,576.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +1.5% |
| 7D | +14.9% | -0.2% | +15.1% | +14.9% |
| 30D | +13.3% | -0.1% | +13.4% | +13.3% |
| 3M | +24.4% | +3.9% | +20.5% | +24.0% |
| 6M | +258.0% | -3.0% | +261.0% | +258.3% |
| YTD | +320.2% | +10.7% | +309.5% | +316.2% |
| 1Y | +319.1% | +13.3% | +305.7% | +313.8% |
| 3Y | +706.5% | +34.5% | +672.0% | +654.8% |
| 5Y | +1,071.9% | +67.1% | +1,004.8% | +931.7% |
| 10Y | +4,683.5% | +103.0% | +4,580.4% | +3,848.3% |
| All | +4,681.2% | +104.5% | +4,576.7% | +3,862.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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