+4,177.7%
DELL vs PPL
+52.7%
+4,125.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.7% |
| 7D | +8.7% | 0.0% | +8.7% | +8.7% |
| 30D | +16.9% | -1.3% | +18.2% | +17.3% |
| 3M | +40.4% | -2.6% | +43.0% | +41.2% |
| 6M | +267.1% | -8.4% | +275.5% | +274.7% |
| YTD | +329.1% | +0.2% | +328.9% | +324.7% |
| 1Y | +346.9% | -0.2% | +347.2% | +342.0% |
| 3Y | +696.6% | +52.9% | +643.7% | +550.8% |
| 5Y | +1,106.2% | +36.8% | +1,069.4% | +926.5% |
| 10Y | +4,177.7% | +57.6% | +4,120.2% | +3,251.7% |
| All | +4,177.7% | +52.7% | +4,125.1% | +3,251.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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