+3,290.5%
DELL vs GPC
+63.2%
+3,227.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | +0.1% | -0.4% |
| 7D | +17.1% | -1.3% | +18.4% | +17.7% |
| 30D | -35.1% | -6.0% | -29.1% | -33.8% |
| 3M | -23.3% | -7.6% | -15.7% | -21.3% |
| 6M | +55.8% | +24.2% | +31.6% | +38.3% |
| YTD | +198.0% | +2.7% | +195.3% | +185.6% |
| 1Y | +166.6% | +0.2% | +166.4% | +158.3% |
| 3Y | +427.6% | -0.8% | +428.4% | +390.4% |
| 5Y | +630.6% | +4.4% | +626.2% | +557.0% |
| 10Y | +2,866.3% | +74.5% | +2,791.8% | +1,961.2% |
| All | +3,290.5% | +63.2% | +3,227.3% | +2,291.6% |
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