+4,770.1%
DELL vs MDY
+174.9%
+4,595.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.5% | +2.5% |
| 7D | +25.6% | +1.0% | +24.6% | +24.4% |
| 30D | +17.7% | -3.1% | +20.8% | +21.9% |
| 3M | +33.4% | +1.8% | +31.6% | +31.9% |
| 6M | +266.2% | +10.8% | +255.4% | +234.7% |
| YTD | +328.0% | +14.4% | +313.6% | +279.6% |
| 1Y | +339.6% | +15.2% | +324.4% | +288.2% |
| 3Y | +694.6% | +51.2% | +643.4% | +453.6% |
| 5Y | +1,122.0% | +47.2% | +1,074.7% | +775.2% |
| 10Y | +4,062.5% | +171.1% | +3,891.4% | +1,766.6% |
| All | +4,770.1% | +174.9% | +4,595.2% | +2,059.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling