+4,681.2%
DELL vs T
+62.6%
+4,618.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.9% |
| 7D | +14.9% | -1.3% | +16.2% | +15.2% |
| 30D | +13.3% | +11.4% | +1.9% | +10.3% |
| 3M | +24.4% | +14.3% | +10.1% | +19.9% |
| 6M | +258.0% | -9.3% | +267.3% | +265.3% |
| YTD | +320.2% | +7.1% | +313.1% | +308.8% |
| 1Y | +319.1% | -9.1% | +328.1% | +325.8% |
| 3Y | +706.5% | +105.3% | +601.2% | +495.9% |
| 5Y | +1,071.9% | +66.8% | +1,005.1% | +825.8% |
| 10Y | +4,683.5% | +66.8% | +4,616.7% | +3,617.8% |
| All | +4,681.2% | +62.6% | +4,618.7% | +3,672.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling