+4,183.2%
DELL vs LIN
+362.4%
+3,820.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +2.1% |
| 7D | +14.9% | -2.1% | +17.0% | +16.3% |
| 30D | +13.3% | -2.4% | +15.7% | +14.7% |
| 3M | +24.4% | -5.6% | +30.0% | +27.4% |
| 6M | +258.0% | -3.4% | +261.4% | +260.3% |
| YTD | +320.2% | +13.1% | +307.1% | +284.4% |
| 1Y | +319.1% | +2.5% | +316.6% | +305.7% |
| 3Y | +706.5% | +27.6% | +678.9% | +576.5% |
| 5Y | +1,071.9% | +63.0% | +1,008.9% | +731.6% |
| All | +4,183.2% | +362.4% | +3,820.8% | +1,635.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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