+4,404.4%
DELL vs MDY
+177.2%
+4,227.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.8% | +11.2% | +11.1% |
| 7D | +8.2% | -1.9% | +10.1% | +10.4% |
| 30D | +17.1% | -4.6% | +21.7% | +23.4% |
| 3M | +45.2% | -1.2% | +46.4% | +48.1% |
| 6M | +286.8% | +9.2% | +277.6% | +259.1% |
| YTD | +354.8% | +13.1% | +341.7% | +308.8% |
| 1Y | +358.3% | +13.0% | +345.3% | +313.1% |
| 3Y | +724.9% | +49.2% | +675.7% | +482.7% |
| 5Y | +1,193.7% | +47.2% | +1,146.4% | +828.5% |
| All | +4,404.4% | +177.2% | +4,227.3% | +1,913.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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