+4,177.7%
DELL vs KEY
+167.1%
+4,010.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.4% |
| 7D | +8.7% | -0.3% | +9.1% | +8.9% |
| 30D | +16.9% | -3.3% | +20.2% | +18.5% |
| 3M | +40.4% | -0.7% | +41.2% | +41.1% |
| 6M | +267.1% | +12.5% | +254.5% | +252.7% |
| YTD | +329.1% | +8.4% | +320.7% | +316.3% |
| 1Y | +346.9% | +18.4% | +328.5% | +318.6% |
| 3Y | +696.6% | +123.3% | +573.3% | +491.1% |
| 5Y | +1,106.2% | +38.8% | +1,067.4% | +915.9% |
| 10Y | +4,177.7% | +169.3% | +4,008.4% | +2,778.1% |
| All | +4,177.7% | +167.1% | +4,010.6% | +2,778.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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