+377.0%
DELL vs MSCI
+33.6%
+343.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.3% | +5.9% | +4.1% |
| 7D | -22.6% | +2.8% | -25.4% | -23.0% |
| 30D | -43.2% | +15.4% | -58.6% | -45.1% |
| 3M | -24.8% | +13.4% | -38.2% | -27.1% |
| 6M | +38.0% | +10.9% | +27.1% | +33.4% |
| YTD | +163.7% | +13.0% | +150.8% | +152.8% |
| 1Y | +122.5% | +12.0% | +110.5% | +113.9% |
| 3Y | +377.0% | +34.1% | +342.9% | +358.6% |
| All | +377.0% | +33.6% | +343.4% | +358.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling