+143.3%
DELL vs GWW
+55.5%
+87.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.5% | -15.4% | -9.2% |
| 7D | -24.6% | +11.1% | -35.7% | -25.4% |
| 30D | -32.5% | +15.7% | -48.2% | -33.8% |
| 3M | -20.2% | +14.8% | -35.0% | -21.7% |
| 6M | +76.5% | +30.9% | +45.6% | +53.2% |
| YTD | +198.9% | +48.5% | +150.5% | +146.3% |
| 1Y | +143.3% | +57.1% | +86.2% | +94.0% |
| All | +143.3% | +55.5% | +87.9% | +94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 1y: compounded portfolio wealth divided by compounded GWW 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…
1y analysis · Full analysis span regression · 6 months rolling