+3,313.5%
DELL vs T
+42.5%
+3,270.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +1.5% | +10.3% | +11.5% |
| 7D | +0.4% | +2.0% | -1.6% | 0.0% |
| 30D | -35.1% | -1.0% | -34.1% | -35.3% |
| 3M | -15.1% | -8.1% | -7.0% | -14.3% |
| 6M | +51.7% | -8.3% | +60.0% | +52.6% |
| YTD | +200.0% | -6.1% | +206.1% | +198.2% |
| 1Y | +172.1% | -7.4% | +179.5% | +171.4% |
| 3Y | +431.2% | +65.4% | +365.8% | +316.7% |
| 5Y | +633.1% | +57.6% | +575.4% | +471.1% |
| 10Y | +2,886.3% | +61.4% | +2,825.0% | +2,179.2% |
| All | +3,313.5% | +42.5% | +3,270.9% | +2,651.7% |
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