+400.9%
DELL vs PWR
+245.6%
+155.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +9.4% | -3.9% | -0.4% |
| 7D | -11.8% | -4.8% | -7.0% | -9.0% |
| 30D | -40.8% | -16.2% | -24.6% | -34.0% |
| 3M | -23.6% | -11.9% | -11.6% | -17.5% |
| 6M | +33.4% | -20.6% | +53.9% | +50.9% |
| YTD | +178.0% | +40.3% | +137.8% | +112.1% |
| 1Y | +138.6% | +33.0% | +105.5% | +88.8% |
| 3Y | +400.9% | +250.0% | +150.9% | +127.5% |
| All | +400.9% | +245.6% | +155.3% | +127.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling