+4,782.6%
DELL vs TNA
+81.1%
+4,701.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | +1.5% |
| 7D | +8.7% | -3.6% | +12.3% | +9.9% |
| 30D | +16.9% | -10.1% | +27.0% | +20.9% |
| 3M | +40.4% | +2.7% | +37.7% | +39.5% |
| 6M | +267.1% | +38.4% | +228.7% | +231.4% |
| YTD | +329.1% | +45.4% | +283.7% | +279.5% |
| 1Y | +346.9% | +55.9% | +291.0% | +283.6% |
| 3Y | +696.6% | +109.8% | +586.8% | +481.2% |
| 5Y | +1,106.2% | -22.5% | +1,128.7% | +947.6% |
| 10Y | +4,177.7% | +87.5% | +4,090.2% | +2,306.4% |
| All | +4,782.6% | +81.1% | +4,701.5% | +2,662.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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