+4,404.4%
DELL vs IBN
+324.2%
+4,080.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.9% | +10.1% | +11.4% |
| 7D | +8.2% | -3.0% | +11.2% | +9.2% |
| 30D | +17.1% | -1.5% | +18.6% | +17.7% |
| 3M | +45.2% | +7.9% | +37.2% | +41.7% |
| 6M | +286.8% | +8.6% | +278.1% | +276.7% |
| YTD | +354.8% | -0.6% | +355.3% | +354.2% |
| 1Y | +358.3% | -7.3% | +365.6% | +366.2% |
| 3Y | +724.9% | +26.2% | +698.7% | +662.2% |
| 5Y | +1,193.7% | +57.8% | +1,135.9% | +1,018.3% |
| All | +4,404.4% | +324.2% | +4,080.2% | +3,022.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling