+4,770.1%
DELL vs TECH
+181.8%
+4,588.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.0% | +1.9% |
| 7D | +25.6% | +0.2% | +25.4% | +25.6% |
| 30D | +17.7% | +0.1% | +17.5% | +17.6% |
| 3M | +33.4% | +37.5% | -4.1% | +18.4% |
| 6M | +266.2% | +34.6% | +231.6% | +219.7% |
| YTD | +328.0% | +23.5% | +304.5% | +284.9% |
| 1Y | +339.6% | +34.4% | +305.2% | +280.5% |
| 3Y | +694.6% | +2.3% | +692.3% | +628.1% |
| 5Y | +1,122.0% | -41.7% | +1,163.7% | +1,265.3% |
| 10Y | +4,062.5% | +177.6% | +3,884.8% | +2,153.3% |
| All | +4,770.1% | +181.8% | +4,588.3% | +2,550.8% |
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