+2,876.0%
DELL vs MSCI
+799.8%
+2,076.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | 0.0% |
| 7D | +17.1% | -0.7% | +17.8% | +17.4% |
| 30D | -35.1% | +16.2% | -51.2% | -39.4% |
| 3M | -23.3% | +16.1% | -39.4% | -28.5% |
| 6M | +55.8% | +12.9% | +42.9% | +45.2% |
| YTD | +198.0% | +14.8% | +183.1% | +173.2% |
| 1Y | +166.6% | +13.8% | +152.8% | +145.2% |
| 3Y | +427.6% | +31.2% | +396.4% | +342.3% |
| 5Y | +630.6% | +5.6% | +625.1% | +556.1% |
| All | +2,876.0% | +799.8% | +2,076.2% | +862.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling