+5,074.9%
DELL vs SU
+248.1%
+4,826.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.1% | +12.1% | +12.0% |
| 7D | +8.2% | +2.2% | +6.0% | +7.5% |
| 30D | +17.1% | +8.4% | +8.6% | +14.0% |
| 3M | +45.2% | +12.1% | +33.1% | +39.5% |
| 6M | +286.8% | +19.7% | +267.1% | +260.7% |
| YTD | +354.8% | +58.4% | +296.4% | +288.2% |
| 1Y | +358.3% | +67.2% | +291.0% | +283.2% |
| 3Y | +724.9% | +125.0% | +599.9% | +522.9% |
| 5Y | +1,193.7% | +355.1% | +838.6% | +665.8% |
| 10Y | +4,433.8% | +263.7% | +4,170.1% | +2,730.7% |
| All | +5,074.9% | +248.1% | +4,826.7% | +3,193.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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