+346.9%
DELL vs MSCI
-1.7%
+348.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.2% |
| 7D | +8.7% | -1.1% | +9.8% | +8.8% |
| 30D | +16.9% | -1.2% | +18.1% | +17.0% |
| 3M | +40.4% | -8.4% | +48.8% | +40.3% |
| 6M | +267.1% | -1.0% | +268.1% | +265.8% |
| YTD | +329.1% | -2.3% | +331.4% | +333.7% |
| 1Y | +346.9% | -1.2% | +348.1% | +352.8% |
| All | +346.9% | -1.7% | +348.6% | +352.8% |
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