+1,055.3%
DELL vs INDA
+4.5%
+1,050.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.2% | -4.3% |
| 7D | -1.9% | -3.6% | +1.7% | +1.3% |
| 30D | +14.9% | -4.0% | +18.8% | +19.1% |
| 3M | +37.2% | +1.7% | +35.5% | +35.1% |
| 6M | +254.0% | -3.6% | +257.6% | +264.9% |
| YTD | +306.1% | -11.0% | +317.1% | +349.5% |
| 1Y | +312.3% | -9.5% | +321.8% | +348.3% |
| 3Y | +654.0% | +7.6% | +646.4% | +601.1% |
| 5Y | +1,055.3% | +4.8% | +1,050.6% | +950.2% |
| All | +1,055.3% | +4.5% | +1,050.8% | +950.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling