+704.2%
DELL vs PL
+41.8%
+662.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.2% |
| 7D | +17.1% | +22.3% | -5.1% | +13.5% |
| 30D | -35.1% | -8.3% | -26.8% | -34.1% |
| 3M | -23.3% | -43.3% | +20.0% | -17.0% |
| 6M | +55.8% | -65.8% | +121.6% | +78.1% |
| YTD | +198.0% | -29.5% | +227.5% | +207.2% |
| 1Y | +166.6% | +11.7% | +154.8% | +157.0% |
| 3Y | +427.6% | +540.6% | -112.9% | +278.0% |
| 5Y | +630.6% | +32.9% | +597.8% | +473.4% |
| All | +704.2% | +41.8% | +662.4% | +513.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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