+633.1%
DELL vs SPOT
+121.4%
+511.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.5% | +11.3% | +11.6% |
| 7D | +0.4% | -3.0% | +3.3% | +1.1% |
| 30D | -35.1% | +15.2% | -50.3% | -37.7% |
| 3M | -15.1% | +21.6% | -36.7% | -20.0% |
| 6M | +51.7% | +45.2% | +6.5% | +34.8% |
| YTD | +200.0% | +4.9% | +195.1% | +188.1% |
| 1Y | +172.1% | -4.8% | +176.9% | +168.4% |
| 3Y | +431.2% | +256.3% | +175.0% | +264.3% |
| 5Y | +633.1% | +120.2% | +512.9% | +414.8% |
| All | +633.1% | +121.4% | +511.7% | +414.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling