+3,922.7%
DELL vs EQT
+52.9%
+3,869.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.6% | -6.0% | -5.4% |
| 7D | -1.9% | -1.2% | -0.7% | -1.7% |
| 30D | +14.9% | +1.1% | +13.8% | +14.7% |
| 3M | +37.2% | +4.8% | +32.4% | +36.2% |
| 6M | +254.0% | -10.6% | +264.6% | +258.5% |
| YTD | +306.1% | +3.4% | +302.7% | +303.3% |
| 1Y | +312.3% | +8.7% | +303.6% | +305.9% |
| 3Y | +654.0% | +35.0% | +619.1% | +619.3% |
| 5Y | +1,055.3% | +204.2% | +851.1% | +916.4% |
| All | +3,922.7% | +52.9% | +3,869.8% | +3,410.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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