+3,047.2%
DELL vs TECH
+184.0%
+2,863.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.1% | -7.2% | -7.2% |
| 7D | +4.9% | +0.1% | +4.7% | +4.8% |
| 30D | -32.1% | +0.5% | -32.6% | -32.2% |
| 3M | -30.2% | +1.1% | -31.3% | -30.5% |
| 6M | +41.7% | +62.8% | -21.1% | +18.9% |
| YTD | +176.6% | +24.5% | +152.1% | +148.1% |
| 1Y | +159.9% | +20.6% | +139.3% | +135.7% |
| 3Y | +388.0% | +29.5% | +358.5% | +308.0% |
| 5Y | +578.2% | -40.9% | +619.1% | +656.8% |
| 10Y | +2,653.4% | +189.5% | +2,463.9% | +1,358.4% |
| All | +3,047.2% | +184.0% | +2,863.2% | +1,608.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling