+4,404.4%
DELL vs MKTX
+5.0%
+4,399.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.1% | +12.0% | +12.0% |
| 7D | +8.2% | -0.2% | +8.5% | +8.3% |
| 30D | +17.1% | +0.7% | +16.4% | +16.9% |
| 3M | +45.2% | +40.8% | +4.4% | +36.0% |
| 6M | +286.8% | -8.0% | +294.8% | +289.8% |
| YTD | +354.8% | -8.7% | +363.5% | +359.3% |
| 1Y | +358.3% | -11.8% | +370.1% | +364.6% |
| 3Y | +724.9% | -24.0% | +748.9% | +732.7% |
| 5Y | +1,193.7% | -60.3% | +1,254.0% | +1,382.9% |
| All | +4,404.4% | +5.0% | +4,399.4% | +3,808.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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