+1,122.0%
DELL vs T
+66.9%
+1,055.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +1.9% |
| 7D | +25.6% | -1.5% | +27.2% | +25.6% |
| 30D | +17.7% | +7.6% | +10.0% | +17.6% |
| 3M | +33.4% | +15.3% | +18.1% | +33.1% |
| 6M | +266.2% | -8.5% | +274.7% | +269.8% |
| YTD | +328.0% | +6.8% | +321.2% | +327.2% |
| 1Y | +339.6% | -7.2% | +346.8% | +343.2% |
| 3Y | +694.6% | +108.2% | +586.4% | +574.3% |
| 5Y | +1,122.0% | +66.1% | +1,055.9% | +1,092.3% |
| All | +1,122.0% | +66.9% | +1,055.1% | +1,092.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling