+4,404.4%
DELL vs INDA
+84.7%
+4,319.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.0% | +11.0% | +11.4% |
| 7D | +8.2% | -2.7% | +10.9% | +10.2% |
| 30D | +17.1% | -2.8% | +19.9% | +19.3% |
| 3M | +45.2% | +1.6% | +43.5% | +43.7% |
| 6M | +286.8% | -1.4% | +288.2% | +290.3% |
| YTD | +354.8% | -10.1% | +364.9% | +386.5% |
| 1Y | +358.3% | -8.8% | +367.0% | +384.9% |
| 3Y | +724.9% | +7.6% | +717.3% | +692.9% |
| 5Y | +1,193.7% | +5.8% | +1,187.9% | +1,153.5% |
| All | +4,404.4% | +84.7% | +4,319.7% | +3,182.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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