+4,770.1%
DELL vs PSX
+382.3%
+4,387.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.3% |
| 7D | +25.6% | +2.8% | +22.8% | +24.4% |
| 30D | +17.7% | +27.8% | -10.1% | +7.1% |
| 3M | +33.4% | +42.0% | -8.6% | +16.3% |
| 6M | +266.2% | +58.1% | +208.1% | +204.2% |
| YTD | +328.0% | +105.0% | +223.0% | +220.8% |
| 1Y | +339.6% | +104.9% | +234.7% | +227.7% |
| 3Y | +694.6% | +134.1% | +560.5% | +455.7% |
| 5Y | +1,122.0% | +363.8% | +758.2% | +548.4% |
| 10Y | +4,062.5% | +370.1% | +3,692.4% | +1,986.1% |
| All | +4,770.1% | +382.3% | +4,387.8% | +2,287.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling