+551.0%
DELL vs LIN
+65.3%
+485.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.6% |
| 7D | -18.1% | +2.0% | -20.1% | -19.1% |
| 30D | -42.9% | +7.9% | -50.7% | -45.5% |
| 3M | -26.9% | +6.3% | -33.2% | -29.8% |
| 6M | +28.8% | +6.5% | +22.3% | +21.9% |
| YTD | +168.4% | +23.6% | +144.9% | +131.8% |
| 1Y | +136.8% | +25.7% | +111.1% | +101.9% |
| 3Y | +375.3% | +35.6% | +339.7% | +282.6% |
| 5Y | +551.0% | +65.9% | +485.2% | +335.7% |
| All | +551.0% | +65.3% | +485.7% | +335.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling