+3,313.5%
DELL vs MSCI
+755.6%
+2,557.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.7% | +11.0% | +11.5% |
| 7D | +0.4% | -1.9% | +2.2% | +1.3% |
| 30D | -35.1% | +16.5% | -51.6% | -39.5% |
| 3M | -15.1% | +18.2% | -33.3% | -21.4% |
| 6M | +51.7% | +14.0% | +37.8% | +41.0% |
| YTD | +200.0% | +16.6% | +183.4% | +173.5% |
| 1Y | +172.1% | +14.8% | +157.3% | +149.6% |
| 3Y | +431.2% | +33.3% | +397.9% | +343.5% |
| 5Y | +633.1% | +9.1% | +624.0% | +549.2% |
| 10Y | +2,886.3% | +820.4% | +2,066.0% | +971.5% |
| All | +3,313.5% | +755.6% | +2,557.8% | +1,135.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling