+1,106.2%
DELL vs GEN
+20.0%
+1,086.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.4% | +0.3% |
| 7D | +8.7% | -2.9% | +11.7% | +9.9% |
| 30D | +16.9% | +2.1% | +14.8% | +16.1% |
| 3M | +40.4% | +19.7% | +20.7% | +30.3% |
| 6M | +267.1% | +33.3% | +233.8% | +228.3% |
| YTD | +329.1% | +11.1% | +318.0% | +307.9% |
| 1Y | +346.9% | +3.0% | +343.9% | +335.1% |
| 3Y | +696.6% | +57.9% | +638.8% | +578.3% |
| 5Y | +1,106.2% | +20.6% | +1,085.6% | +1,005.1% |
| All | +1,106.2% | +20.0% | +1,086.2% | +1,005.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling