+4,770.1%
DELL vs INDA
+86.4%
+4,683.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.5% | +2.9% |
| 7D | +25.6% | -1.0% | +26.6% | +26.4% |
| 30D | +17.7% | -2.5% | +20.2% | +19.6% |
| 3M | +33.4% | +4.0% | +29.5% | +30.1% |
| 6M | +266.2% | -1.8% | +268.0% | +270.0% |
| YTD | +328.0% | -9.2% | +337.2% | +354.3% |
| 1Y | +339.6% | -7.2% | +346.8% | +359.8% |
| 3Y | +694.6% | +9.8% | +684.8% | +653.8% |
| 5Y | +1,122.0% | +7.5% | +1,114.5% | +1,071.8% |
| 10Y | +4,062.5% | +80.8% | +3,981.7% | +2,952.6% |
| All | +4,770.1% | +86.4% | +4,683.7% | +3,425.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling