+2,876.0%
DELL vs GEN
+147.0%
+2,729.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | +0.2% |
| 7D | +17.1% | -3.0% | +20.1% | +18.1% |
| 30D | -35.1% | +24.7% | -59.8% | -39.8% |
| 3M | -23.3% | +4.1% | -27.4% | -25.2% |
| 6M | +55.8% | +36.0% | +19.8% | +39.5% |
| YTD | +198.0% | +10.9% | +187.1% | +182.2% |
| 1Y | +166.6% | +12.2% | +154.4% | +151.4% |
| 3Y | +427.6% | +63.3% | +364.3% | +345.6% |
| 5Y | +630.6% | +29.0% | +601.6% | +543.0% |
| All | +2,876.0% | +147.0% | +2,729.0% | +1,952.8% |
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