+3,063.4%
DELL vs PWR
+2,280.9%
+782.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +9.4% | -3.9% | +0.6% |
| 7D | -11.8% | -4.8% | -7.0% | -9.4% |
| 30D | -40.8% | -16.2% | -24.6% | -35.1% |
| 3M | -23.6% | -11.9% | -11.6% | -18.4% |
| 6M | +33.4% | -20.6% | +53.9% | +48.4% |
| YTD | +178.0% | +40.3% | +137.8% | +129.6% |
| 1Y | +138.6% | +33.0% | +105.5% | +102.5% |
| 3Y | +400.9% | +250.0% | +150.9% | +169.1% |
| 5Y | +580.7% | +404.2% | +176.6% | +202.7% |
| 10Y | +2,655.3% | +1,865.8% | +789.4% | +541.8% |
| All | +3,063.4% | +2,280.9% | +782.6% | +620.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling