+358.3%
DELL vs GWW
+29.1%
+329.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.7% | +11.3% | +11.8% |
| 7D | +8.2% | -3.4% | +11.6% | +9.1% |
| 30D | +17.1% | -1.9% | +19.0% | +17.5% |
| 3M | +45.2% | -2.4% | +47.6% | +44.0% |
| 6M | +286.8% | +15.7% | +271.0% | +237.9% |
| YTD | +354.8% | +27.6% | +327.2% | +295.3% |
| 1Y | +358.3% | +27.2% | +331.1% | +308.3% |
| All | +358.3% | +29.1% | +329.2% | +308.3% |
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