+1,085.7%
DELL vs MSCI
-6.7%
+1,092.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +14.9% | +0.4% | +14.5% | +14.8% |
| 30D | +13.3% | +0.6% | +12.7% | +13.0% |
| 3M | +24.4% | -7.1% | +31.5% | +26.2% |
| 6M | +258.0% | +0.8% | +257.2% | +252.4% |
| YTD | +320.2% | +1.0% | +319.2% | +311.4% |
| 1Y | +319.1% | +4.3% | +314.7% | +302.7% |
| 3Y | +706.5% | +9.9% | +696.6% | +648.2% |
| All | +1,085.7% | -6.7% | +1,092.4% | +957.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling