+1,106.2%
DELL vs SPOT
+111.4%
+994.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.3% | +0.5% |
| 7D | +8.7% | -6.5% | +15.2% | +10.5% |
| 30D | +16.9% | +2.2% | +14.7% | +16.0% |
| 3M | +40.4% | +5.4% | +35.0% | +37.2% |
| 6M | +267.1% | -4.0% | +271.1% | +264.9% |
| YTD | +329.1% | -9.9% | +339.0% | +331.2% |
| 1Y | +346.9% | -27.3% | +374.2% | +374.8% |
| 3Y | +696.6% | +236.4% | +460.2% | +467.0% |
| 5Y | +1,106.2% | +112.6% | +993.6% | +732.0% |
| All | +1,106.2% | +111.4% | +994.8% | +732.0% |
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