+2,901.0%
DELL vs PAAS
+129.0%
+2,772.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.4% |
| 7D | -22.6% | +8.4% | -31.0% | -23.7% |
| 30D | -43.2% | -7.2% | -36.0% | -42.5% |
| 3M | -24.8% | -14.0% | -10.8% | -23.2% |
| 6M | +38.0% | -26.8% | +64.8% | +44.3% |
| YTD | +163.7% | -19.8% | +183.5% | +170.8% |
| 1Y | +122.5% | +22.8% | +99.7% | +114.5% |
| 3Y | +377.0% | +183.6% | +193.3% | +302.8% |
| 5Y | +542.6% | +73.8% | +468.7% | +460.5% |
| 10Y | +2,554.1% | +185.6% | +2,368.6% | +2,109.9% |
| All | +2,901.0% | +129.0% | +2,772.0% | +2,436.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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