+2,220.4%
DELL vs OPEN
-74.0%
+2,294.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.7% | +1.3% | -4.8% |
| 7D | -1.9% | -10.5% | +8.7% | -1.0% |
| 30D | +14.9% | -21.8% | +36.7% | +17.2% |
| 3M | +37.2% | -37.5% | +74.7% | +42.3% |
| 6M | +254.0% | -44.1% | +298.1% | +269.3% |
| YTD | +306.1% | -52.0% | +358.1% | +327.1% |
| 1Y | +312.3% | -52.2% | +364.5% | +320.3% |
| 3Y | +654.0% | -25.9% | +680.0% | +567.1% |
| 5Y | +1,055.3% | -85.1% | +1,140.4% | +949.8% |
| All | +2,220.4% | -74.0% | +2,294.4% | +1,916.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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