+4,177.7%
DELL vs TLT
-20.1%
+4,197.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.1% |
| 7D | +8.7% | -0.3% | +9.0% | +8.7% |
| 30D | +16.9% | 0.0% | +16.9% | +16.9% |
| 3M | +40.4% | -2.9% | +43.3% | +39.5% |
| 6M | +267.1% | -6.3% | +273.3% | +260.8% |
| YTD | +329.1% | -3.3% | +332.4% | +325.3% |
| 1Y | +346.9% | -4.2% | +351.1% | +342.0% |
| 3Y | +696.6% | -1.7% | +698.3% | +696.5% |
| 5Y | +1,106.2% | -34.9% | +1,141.1% | +936.5% |
| 10Y | +4,177.7% | -19.8% | +4,197.5% | +3,848.8% |
| All | +4,177.7% | -20.1% | +4,197.9% | +3,848.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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