+2,662.4%
DELL vs PWR
+1,844.4%
+817.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.7% | -6.5% | -6.8% |
| 7D | +4.9% | +11.3% | -6.4% | -0.6% |
| 30D | -32.1% | -8.9% | -23.2% | -28.5% |
| 3M | -30.2% | -10.5% | -19.7% | -25.9% |
| 6M | +41.7% | -22.2% | +63.9% | +60.0% |
| YTD | +176.6% | +42.7% | +133.8% | +126.3% |
| 1Y | +159.9% | +41.1% | +118.8% | +114.1% |
| 3Y | +388.0% | +242.7% | +145.2% | +162.7% |
| 5Y | +578.2% | +418.5% | +159.7% | +194.8% |
| All | +2,662.4% | +1,844.4% | +817.9% | +528.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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