+2,949.0%
DELL vs FND
+66.0%
+2,882.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.1% |
| 7D | +14.9% | -5.2% | +20.1% | +16.5% |
| 30D | +13.3% | -19.9% | +33.2% | +19.6% |
| 3M | +24.4% | +2.7% | +21.7% | +22.1% |
| 6M | +258.0% | -21.7% | +279.7% | +274.4% |
| YTD | +320.2% | -17.5% | +337.7% | +331.7% |
| 1Y | +319.1% | -39.3% | +358.4% | +363.7% |
| 3Y | +706.5% | -49.8% | +756.3% | +808.8% |
| 5Y | +1,071.9% | -60.1% | +1,132.0% | +1,225.7% |
| All | +2,949.0% | +66.0% | +2,882.9% | +2,597.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling