+4,177.7%
DELL vs FE
+110.4%
+4,067.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +8.7% | -0.2% | +8.9% | +8.8% |
| 30D | +16.9% | -1.2% | +18.1% | +17.2% |
| 3M | +40.4% | +1.7% | +38.8% | +39.7% |
| 6M | +267.1% | -7.5% | +274.5% | +272.8% |
| YTD | +329.1% | +6.3% | +322.8% | +320.8% |
| 1Y | +346.9% | +10.9% | +336.1% | +333.2% |
| 3Y | +696.6% | +46.9% | +649.7% | +599.3% |
| 5Y | +1,106.2% | +47.6% | +1,058.6% | +945.1% |
| 10Y | +4,177.7% | +114.5% | +4,063.3% | +3,456.2% |
| All | +4,177.7% | +110.4% | +4,067.4% | +3,456.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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