+4,681.2%
DELL vs PWR
+2,413.0%
+2,268.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.2% |
| 7D | +14.9% | +3.6% | +11.3% | +12.9% |
| 30D | +13.3% | -8.6% | +21.9% | +18.1% |
| 3M | +24.4% | -13.2% | +37.6% | +32.9% |
| 6M | +258.0% | +9.9% | +248.1% | +234.6% |
| YTD | +320.2% | +48.0% | +272.2% | +236.0% |
| 1Y | +319.1% | +66.2% | +252.9% | +216.1% |
| 3Y | +706.5% | +195.1% | +511.4% | +360.3% |
| 5Y | +1,071.9% | +442.6% | +629.3% | +399.0% |
| 10Y | +4,683.5% | +2,334.2% | +2,349.2% | +968.7% |
| All | +4,681.2% | +2,413.0% | +2,268.2% | +954.4% |
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