+1,145.9%
DELL vs PSX
+362.1%
+783.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.4% | +11.6% | +11.8% |
| 7D | +8.2% | +1.7% | +6.5% | +7.6% |
| 30D | +17.1% | +15.6% | +1.5% | +10.8% |
| 3M | +45.2% | +46.5% | -1.3% | +24.8% |
| 6M | +286.8% | +55.0% | +231.8% | +222.2% |
| YTD | +354.8% | +105.3% | +249.5% | +236.4% |
| 1Y | +358.3% | +101.6% | +256.7% | +239.5% |
| 3Y | +724.9% | +134.1% | +590.8% | +463.5% |
| All | +1,145.9% | +362.1% | +783.8% | +591.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 5y: compounded portfolio wealth divided by compounded PSX 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…
5y analysis · Full analysis span regression · 6 months rolling