+4,404.4%
DELL vs GEN
+159.8%
+4,244.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.0% | +11.0% | +11.7% |
| 7D | +8.2% | -1.3% | +9.5% | +8.6% |
| 30D | +17.1% | +6.1% | +11.0% | +15.1% |
| 3M | +45.2% | +27.0% | +18.2% | +33.9% |
| 6M | +286.8% | +43.9% | +242.9% | +244.1% |
| YTD | +354.8% | +13.0% | +341.8% | +334.1% |
| 1Y | +358.3% | +4.0% | +354.2% | +347.2% |
| 3Y | +724.9% | +66.2% | +658.7% | +601.6% |
| 5Y | +1,193.7% | +23.2% | +1,170.5% | +1,066.7% |
| All | +4,404.4% | +159.8% | +4,244.6% | +3,055.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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