+2,655.3%
DELL vs GD
+185.2%
+2,470.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.3% | +3.1% | +4.2% |
| 7D | -11.8% | -3.0% | -8.8% | -10.1% |
| 30D | -40.8% | +9.3% | -50.1% | -43.6% |
| 3M | -23.6% | -7.2% | -16.4% | -20.6% |
| 6M | +33.4% | +5.5% | +27.9% | +28.6% |
| YTD | +178.0% | +9.5% | +168.5% | +161.3% |
| 1Y | +138.6% | +6.4% | +132.1% | +127.8% |
| 3Y | +400.9% | +59.8% | +341.0% | +275.1% |
| 5Y | +580.7% | +98.0% | +482.7% | +343.2% |
| 10Y | +2,655.3% | +177.4% | +2,477.9% | +1,417.4% |
| All | +2,655.3% | +185.2% | +2,470.1% | +1,417.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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