+1,122.0%
DELL vs PWR
+458.8%
+663.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.5% | +0.6% |
| 7D | +25.6% | +4.5% | +21.1% | +22.8% |
| 30D | +17.7% | -4.9% | +22.5% | +20.4% |
| 3M | +33.4% | -7.9% | +41.3% | +38.6% |
| 6M | +266.2% | +18.3% | +247.9% | +226.1% |
| YTD | +328.0% | +51.5% | +276.5% | +229.5% |
| 1Y | +339.6% | +70.3% | +269.3% | +216.9% |
| 3Y | +694.6% | +210.6% | +484.0% | +324.4% |
| 5Y | +1,122.0% | +456.7% | +665.3% | +405.0% |
| All | +1,122.0% | +458.8% | +663.1% | +405.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling