+4,782.6%
DELL vs GWW
+542.8%
+4,239.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.6% |
| 7D | +8.7% | -0.5% | +9.2% | +8.9% |
| 30D | +16.9% | -1.4% | +18.3% | +17.5% |
| 3M | +40.4% | -3.6% | +44.1% | +41.5% |
| 6M | +267.1% | +15.1% | +251.9% | +240.4% |
| YTD | +329.1% | +27.5% | +301.6% | +282.4% |
| 1Y | +346.9% | +29.6% | +317.3% | +294.7% |
| 3Y | +696.6% | +90.1% | +606.6% | +499.8% |
| 5Y | +1,106.2% | +222.6% | +883.6% | +628.0% |
| 10Y | +4,177.7% | +566.5% | +3,611.2% | +2,083.3% |
| All | +4,782.6% | +542.8% | +4,239.8% | +2,454.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling