+319.1%
DELL vs MSCI
+4.9%
+314.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | +14.9% | +0.4% | +14.5% | +14.9% |
| 30D | +13.3% | +0.6% | +12.7% | +13.3% |
| 3M | +24.4% | -7.1% | +31.5% | +24.7% |
| 6M | +258.0% | +0.8% | +257.2% | +256.9% |
| YTD | +320.2% | +1.0% | +319.2% | +324.3% |
| 1Y | +319.1% | +4.3% | +314.7% | +325.6% |
| All | +319.1% | +4.9% | +314.2% | +325.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 1y: compounded portfolio wealth divided by compounded MSCI 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…
1y analysis · Full analysis span regression · 6 months rolling