+4,521.4%
DELL vs GM
+231.4%
+4,290.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.8% | -8.2% | -6.4% |
| 7D | -1.9% | -1.1% | -0.8% | -1.6% |
| 30D | +14.9% | -3.4% | +18.3% | +16.1% |
| 3M | +37.2% | +8.7% | +28.5% | +31.9% |
| 6M | +254.0% | +15.4% | +238.6% | +231.7% |
| YTD | +306.1% | +6.6% | +299.5% | +290.2% |
| 1Y | +312.3% | +51.5% | +260.8% | +242.0% |
| 3Y | +654.0% | +169.3% | +484.7% | +381.8% |
| 5Y | +1,055.3% | +81.6% | +973.8% | +732.9% |
| 10Y | +3,948.9% | +240.7% | +3,708.3% | +1,991.6% |
| All | +4,521.4% | +231.4% | +4,290.1% | +2,332.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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