+4,177.7%
DELL vs KMB
+12.7%
+4,165.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | +1.0% |
| 7D | +8.7% | -8.6% | +17.4% | +10.5% |
| 30D | +16.9% | -7.5% | +24.4% | +18.5% |
| 3M | +40.4% | -0.6% | +41.1% | +39.8% |
| 6M | +267.1% | -1.5% | +268.6% | +265.1% |
| YTD | +329.1% | +1.6% | +327.5% | +323.5% |
| 1Y | +346.9% | -20.8% | +367.7% | +365.5% |
| 3Y | +696.6% | -12.4% | +709.0% | +689.6% |
| 5Y | +1,106.2% | -12.9% | +1,119.1% | +1,088.6% |
| 10Y | +4,177.7% | +14.7% | +4,163.0% | +3,722.5% |
| All | +4,177.7% | +12.7% | +4,165.0% | +3,722.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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