+2,954.5%
DELL vs GEN
+172.1%
+2,782.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.1% | -3.6% |
| 7D | -18.1% | +1.0% | -19.1% | -18.5% |
| 30D | -42.9% | +29.1% | -71.9% | -47.6% |
| 3M | -26.9% | +2.9% | -29.8% | -28.5% |
| 6M | +28.8% | +33.6% | -4.8% | +15.9% |
| YTD | +168.4% | +12.0% | +156.4% | +153.4% |
| 1Y | +136.8% | +16.2% | +120.6% | +120.9% |
| 3Y | +375.3% | +65.1% | +310.3% | +300.0% |
| 5Y | +551.0% | +33.3% | +517.7% | +467.5% |
| 10Y | +2,566.3% | +149.7% | +2,416.6% | +1,733.4% |
| All | +2,954.5% | +172.1% | +2,782.4% | +1,782.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling