+2,955.7%
DELL vs SPOT
+216.9%
+2,738.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.8% | +11.2% | +11.8% |
| 7D | +8.2% | -3.1% | +11.3% | +9.0% |
| 30D | +17.1% | +7.4% | +9.7% | +15.0% |
| 3M | +45.2% | +8.2% | +37.0% | +41.3% |
| 6M | +286.8% | +2.2% | +284.6% | +278.5% |
| YTD | +354.8% | -9.5% | +364.2% | +356.0% |
| 1Y | +358.3% | -23.8% | +382.1% | +378.5% |
| 3Y | +724.9% | +233.5% | +491.4% | +499.9% |
| 5Y | +1,193.7% | +112.2% | +1,081.5% | +867.2% |
| All | +2,955.7% | +216.9% | +2,738.8% | +1,719.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 10y: compounded portfolio wealth divided by compounded SPOT 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…
10y analysis · Full analysis span regression · 6 months rolling