+4,062.5%
DELL vs P
+712.4%
+3,350.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.2% | +1.2% |
| 7D | +25.6% | +7.8% | +17.8% | +21.9% |
| 30D | +17.7% | +12.3% | +5.3% | +11.1% |
| 3M | +33.4% | +37.1% | -3.7% | +16.8% |
| 6M | +266.2% | +66.1% | +200.1% | +198.0% |
| YTD | +328.0% | +50.9% | +277.1% | +257.7% |
| 1Y | +339.6% | +27.2% | +312.4% | +282.1% |
| 3Y | +694.6% | +158.7% | +535.9% | +414.5% |
| 5Y | +1,122.0% | +291.1% | +830.9% | +568.9% |
| 10Y | +4,062.5% | +715.0% | +3,347.5% | +1,653.5% |
| All | +4,062.5% | +712.4% | +3,350.1% | +1,653.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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