+1,055.3%
DELL vs FND
-62.8%
+1,118.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.5% | -3.9% | -4.9% |
| 7D | -1.9% | -5.1% | +3.2% | -0.5% |
| 30D | +14.9% | -22.5% | +37.4% | +23.3% |
| 3M | +37.2% | -5.0% | +42.2% | +37.4% |
| 6M | +254.0% | -21.5% | +275.5% | +272.0% |
| YTD | +306.1% | -23.0% | +329.2% | +326.9% |
| 1Y | +312.3% | -44.9% | +357.2% | +378.1% |
| 3Y | +654.0% | -50.0% | +704.0% | +760.7% |
| 5Y | +1,055.3% | -63.3% | +1,118.7% | +1,159.7% |
| All | +1,055.3% | -62.8% | +1,118.1% | +1,159.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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