+3,313.5%
DELL vs PWR
+2,347.1%
+966.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +4.3% | +7.5% | +9.6% |
| 7D | +0.4% | +4.7% | -4.4% | -1.5% |
| 30D | -35.1% | -12.5% | -22.6% | -30.3% |
| 3M | -15.1% | -9.3% | -5.8% | -10.5% |
| 6M | +51.7% | -22.2% | +73.9% | +71.1% |
| YTD | +200.0% | +44.2% | +155.8% | +144.7% |
| 1Y | +172.1% | +35.5% | +136.6% | +129.2% |
| 3Y | +431.2% | +250.4% | +180.8% | +185.1% |
| 5Y | +633.1% | +425.6% | +207.5% | +220.0% |
| 10Y | +2,886.3% | +1,874.2% | +1,012.1% | +588.6% |
| All | +3,313.5% | +2,347.1% | +966.3% | +668.0% |
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 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