+4,404.4%
DELL vs SPXU
-99.6%
+4,504.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -2.4% | +14.4% | +10.9% |
| 7D | +8.2% | +2.5% | +5.8% | +9.5% |
| 30D | +17.1% | +4.2% | +12.9% | +19.8% |
| 3M | +45.2% | -9.3% | +54.4% | +41.7% |
| 6M | +286.8% | -30.7% | +317.5% | +245.1% |
| YTD | +354.8% | -28.1% | +382.9% | +316.2% |
| 1Y | +358.3% | -35.2% | +393.5% | +307.6% |
| 3Y | +724.9% | -79.9% | +804.8% | +448.8% |
| 5Y | +1,193.7% | -86.4% | +1,280.1% | +787.2% |
| All | +4,404.4% | -99.6% | +4,504.0% | +1,319.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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