+4,177.7%
DELL vs PWR
+2,367.8%
+1,809.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.1% | +1.2% |
| 7D | +8.7% | +2.7% | +6.1% | +7.4% |
| 30D | +16.9% | -5.1% | +22.0% | +19.6% |
| 3M | +40.4% | -9.4% | +49.8% | +46.8% |
| 6M | +267.1% | +10.4% | +256.7% | +242.6% |
| YTD | +329.1% | +48.6% | +280.5% | +242.3% |
| 1Y | +346.9% | +68.0% | +278.9% | +235.1% |
| 3Y | +696.6% | +204.7% | +491.9% | +347.7% |
| 5Y | +1,106.2% | +451.9% | +654.3% | +408.8% |
| 10Y | +4,177.7% | +2,425.3% | +1,752.4% | +830.6% |
| All | +4,177.7% | +2,367.8% | +1,809.9% | +830.6% |
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