+4,062.5%
DELL vs MSCI
+594.9%
+3,467.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.8% | +5.6% | +3.4% |
| 7D | +25.6% | -2.1% | +27.7% | +26.6% |
| 30D | +17.7% | -1.7% | +19.4% | +18.4% |
| 3M | +33.4% | -8.2% | +41.7% | +36.3% |
| 6M | +266.2% | -2.4% | +268.6% | +264.1% |
| YTD | +328.0% | -2.8% | +330.8% | +323.5% |
| 1Y | +339.6% | -2.7% | +342.2% | +332.1% |
| 3Y | +694.6% | +7.3% | +687.3% | +630.5% |
| 5Y | +1,122.0% | -11.4% | +1,133.4% | +1,083.9% |
| 10Y | +4,062.5% | +605.8% | +3,456.6% | +1,512.0% |
| All | +4,062.5% | +594.9% | +3,467.6% | +1,512.0% |
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