+1,055.3%
DELL vs HIG
+118.8%
+936.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.5% | -5.4% |
| 7D | -1.9% | -2.3% | +0.4% | -1.1% |
| 30D | +14.9% | -1.2% | +16.1% | +15.3% |
| 3M | +37.2% | +6.3% | +30.9% | +33.0% |
| 6M | +254.0% | +0.6% | +253.4% | +249.2% |
| YTD | +306.1% | +0.6% | +305.5% | +300.3% |
| 1Y | +312.3% | +6.1% | +306.2% | +294.6% |
| 3Y | +654.0% | +102.0% | +552.1% | +383.3% |
| 5Y | +1,055.3% | +119.2% | +936.1% | +594.0% |
| All | +1,055.3% | +118.8% | +936.6% | +594.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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