+2,886.3%
DELL vs TLT
-12.5%
+2,898.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | 0.0% | +11.7% | +11.8% |
| 7D | +0.4% | -1.0% | +1.4% | +0.1% |
| 30D | -35.1% | +3.7% | -38.8% | -34.5% |
| 3M | -15.1% | -0.8% | -14.4% | -15.2% |
| 6M | +51.7% | -3.6% | +55.3% | +50.5% |
| YTD | +200.0% | -3.9% | +203.9% | +197.2% |
| 1Y | +172.1% | -6.2% | +178.4% | +167.7% |
| 3Y | +431.2% | +4.2% | +427.1% | +442.0% |
| 5Y | +633.1% | -34.7% | +667.8% | +528.9% |
| 10Y | +2,886.3% | -11.8% | +2,898.1% | +2,759.6% |
| All | +2,886.3% | -12.5% | +2,898.8% | +2,759.6% |
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