+1,145.9%
DELL vs GWW
+222.0%
+924.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.7% | +11.3% | +11.7% |
| 7D | +8.2% | -3.4% | +11.6% | +10.0% |
| 30D | +17.1% | -1.9% | +19.0% | +18.0% |
| 3M | +45.2% | -2.4% | +47.6% | +45.3% |
| 6M | +286.8% | +15.7% | +271.0% | +250.8% |
| YTD | +354.8% | +27.6% | +327.2% | +294.4% |
| 1Y | +358.3% | +27.2% | +331.1% | +297.2% |
| 3Y | +724.9% | +89.7% | +635.2% | +488.5% |
| All | +1,145.9% | +222.0% | +924.0% | +599.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling