+4,681.2%
DELL vs P
+627.9%
+4,053.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.0% |
| 7D | +14.9% | +6.5% | +8.3% | +12.0% |
| 30D | +13.3% | +18.8% | -5.6% | +4.5% |
| 3M | +24.4% | +26.7% | -2.4% | +12.4% |
| 6M | +258.0% | +62.2% | +195.8% | +194.6% |
| YTD | +320.2% | +48.5% | +271.7% | +254.0% |
| 1Y | +319.1% | +26.4% | +292.7% | +265.8% |
| 3Y | +706.5% | +159.4% | +547.1% | +424.8% |
| 5Y | +1,071.9% | +275.8% | +796.1% | +555.9% |
| 10Y | +4,683.5% | +732.0% | +3,951.4% | +1,975.1% |
| All | +4,681.2% | +627.9% | +4,053.3% | +1,966.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling