+4,681.2%
DELL vs GPC
+83.4%
+4,597.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.1% |
| 7D | +14.9% | +1.2% | +13.7% | +14.5% |
| 30D | +13.3% | +6.0% | +7.3% | +10.7% |
| 3M | +24.4% | +42.6% | -18.2% | +5.3% |
| 6M | +258.0% | +22.8% | +235.2% | +222.8% |
| YTD | +320.2% | +15.5% | +304.7% | +286.9% |
| 1Y | +319.1% | +2.0% | +317.0% | +306.2% |
| 3Y | +706.5% | -1.4% | +708.0% | +660.5% |
| 5Y | +1,071.9% | +30.6% | +1,041.3% | +862.4% |
| 10Y | +4,683.5% | +80.6% | +4,602.9% | +3,148.6% |
| All | +4,681.2% | +83.4% | +4,597.8% | +3,140.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling