+2,662.4%
DELL vs T
+60.4%
+2,602.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | 0.0% | -7.2% | -7.2% |
| 7D | +4.9% | +2.5% | +2.3% | +4.4% |
| 30D | -32.1% | -3.8% | -28.3% | -31.8% |
| 3M | -30.2% | -8.7% | -21.5% | -29.4% |
| 6M | +41.7% | -8.1% | +49.8% | +42.5% |
| YTD | +176.6% | -6.4% | +183.0% | +175.1% |
| 1Y | +159.9% | -9.8% | +169.7% | +161.0% |
| 3Y | +388.0% | +65.5% | +322.5% | +282.3% |
| 5Y | +578.2% | +57.0% | +521.2% | +428.6% |
| All | +2,662.4% | +60.4% | +2,602.0% | +2,095.9% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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