+1,055.3%
DELL vs IBN
+52.7%
+1,002.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.8% | -5.1% |
| 7D | -1.9% | -5.5% | +3.6% | +0.5% |
| 30D | +14.9% | -3.4% | +18.3% | +16.6% |
| 3M | +37.2% | +8.7% | +28.5% | +31.9% |
| 6M | +254.0% | +3.7% | +250.3% | +246.5% |
| YTD | +306.1% | -2.4% | +308.5% | +307.7% |
| 1Y | +312.3% | -8.1% | +320.4% | +323.4% |
| 3Y | +654.0% | +26.3% | +627.7% | +558.7% |
| 5Y | +1,055.3% | +54.9% | +1,000.4% | +798.2% |
| All | +1,055.3% | +52.7% | +1,002.6% | +798.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling