+1,106.2%
DELL vs TECH
-42.1%
+1,148.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | +8.7% | -0.1% | +8.8% | +8.8% |
| 30D | +16.9% | +0.3% | +16.6% | +16.8% |
| 3M | +40.4% | +32.9% | +7.5% | +28.4% |
| 6M | +267.1% | +32.1% | +235.0% | +229.3% |
| YTD | +329.1% | +23.4% | +305.7% | +293.3% |
| 1Y | +346.9% | +34.1% | +312.9% | +295.8% |
| 3Y | +696.6% | +2.2% | +694.5% | +646.2% |
| 5Y | +1,106.2% | -41.8% | +1,148.0% | +1,184.5% |
| All | +1,106.2% | -42.1% | +1,148.3% | +1,184.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling