+3,922.7%
DELL vs TECH
+189.8%
+3,732.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.2% | -5.1% | -5.3% |
| 7D | -1.9% | -0.5% | -1.4% | -1.7% |
| 30D | +14.9% | 0.0% | +14.9% | +14.9% |
| 3M | +37.2% | +37.4% | -0.2% | +21.9% |
| 6M | +254.0% | +36.9% | +217.1% | +207.2% |
| YTD | +306.1% | +23.1% | +283.1% | +265.8% |
| 1Y | +312.3% | +42.2% | +270.0% | +249.9% |
| 3Y | +654.0% | +1.9% | +652.1% | +591.9% |
| 5Y | +1,055.3% | -42.9% | +1,098.3% | +1,202.0% |
| All | +3,922.7% | +189.8% | +3,732.9% | +2,075.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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