+1,106.2%
DELL vs OPEN
-84.0%
+1,190.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.5% | +0.5% |
| 7D | +8.7% | -2.9% | +11.7% | +9.0% |
| 30D | +16.9% | -13.8% | +30.7% | +18.4% |
| 3M | +40.4% | -30.9% | +71.3% | +44.6% |
| 6M | +267.1% | -40.9% | +308.0% | +282.2% |
| YTD | +329.1% | -48.5% | +377.6% | +350.1% |
| 1Y | +346.9% | -50.9% | +397.8% | +354.8% |
| 3Y | +696.6% | -20.6% | +717.3% | +591.2% |
| 5Y | +1,106.2% | -84.2% | +1,190.3% | +1,038.0% |
| All | +1,106.2% | -84.0% | +1,190.1% | +1,038.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling