+1,103.1%
DELL vs GPC
+29.7%
+1,073.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.9% | +4.8% | +2.8% |
| 7D | +25.6% | +0.2% | +25.4% | +25.6% |
| 30D | +17.7% | -0.4% | +18.0% | +17.8% |
| 3M | +33.4% | +39.2% | -5.7% | +16.4% |
| 6M | +266.2% | +18.2% | +248.0% | +240.0% |
| YTD | +328.0% | +12.1% | +315.9% | +303.6% |
| 1Y | +339.6% | -0.7% | +340.2% | +333.9% |
| 3Y | +694.6% | -1.7% | +696.3% | +652.6% |
| All | +1,103.1% | +29.7% | +1,073.4% | +818.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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