+4,770.1%
DELL vs EWT
+508.2%
+4,261.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.4% | +2.4% |
| 7D | +25.6% | +1.6% | +24.0% | +23.7% |
| 30D | +17.7% | +8.2% | +9.5% | +9.2% |
| 3M | +33.4% | +11.1% | +22.4% | +20.3% |
| 6M | +266.2% | +60.4% | +205.8% | +135.2% |
| YTD | +328.0% | +75.6% | +252.4% | +152.0% |
| 1Y | +339.6% | +91.3% | +248.3% | +139.7% |
| 3Y | +694.6% | +200.3% | +494.3% | +197.6% |
| 5Y | +1,122.0% | +156.4% | +965.6% | +418.1% |
| 10Y | +4,062.5% | +495.8% | +3,566.7% | +849.0% |
| All | +4,770.1% | +508.2% | +4,261.9% | +994.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded EWT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling